Purchases and Sales Made in Q3 2022 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q3 2022. The information is specifically focused on institutions that hold shares of VANGUARD MORTG-BACKED SEC ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23.8K+ 4.55% |
$1.06M - $1.17M
|
546K
$24.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22.8K+ 12.03% |
$1.01M - $1.12M
|
213K
$9.64M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
22.5K+ 12.58% |
$999K - $1.11M
|
201K
$9.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.9K+ 4.29% |
$927K - $1.03M
|
508K
$23M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
20.1KNew |
$893K - $991K
|
20.1K
$912K
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
18.1K+ 22.83% |
$802K - $890K
|
97.2K
$4.41M
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
15.2K+ 27.14% |
$676K - $750K
|
71.3K
$3.24M
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
14.5K+ 112.89% |
$645K - $716K
|
27.4K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
13.6K+ 5920.43% |
$605K - $671K
|
13.8K
$628K
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
13.4K+ 110.09% |
$594K - $659K
|
25.5K
$1.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.9K+ 9.04% |
$573K - $636K
|
156K
$7.06M
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
12.6K+ 48.39% |
$559K - $620K
|
38.6K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.3K+ 8.79% |
$544K - $604K
|
152K
$6.88M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.9K+ 3.24% |
$530K - $588K
|
381K
$17.3M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.7K+ 34.78% |
$521K - $578K
|
45.5K
$2.06M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.7K+ 34.78% |
$521K - $578K
|
45.5K
$2.06M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
11.6K+ 2.04% |
$515K - $572K
|
581K
$26.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.5KNew |
$511K - $567K
|
11.5K
$522K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.4K+ 37.77% |
$508K - $563K
|
41.7K
$1.89M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
11.3K+ 25.36% |
$503K - $558K
|
55.9K
$2.54M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
10.8K+ 15.73% |
$480K - $533K
|
79.6K
$3.61M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 9.1% |
$457K - $507K
|
123K
$5.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
10.2K+ 5.32% |
$452K - $501K
|
202K
$9.14M
|
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
10.1KNew |
$448K - $497K
|
10.1K
$457K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.9K+ 192.78% |
$440K - $488K
|
15K
$682K
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
9.89K+ 6.73% |
$439K - $487K
|
157K
$7.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
9.57K+ 1.7% |
$425K - $471K
|
573K
$26M
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
8.45KNew |
$375K - $416K
|
8.45K
$383K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.44K+ 10.52% |
$375K - $416K
|
88.7K
$4.02M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
8.01K+ 93.03% |
$356K - $394K
|
16.6K
$753K
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
8K+ 2.53% |
$355K - $394K
|
324K
$14.7M
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
7.6K+ 163.75% |
$337K - $374K
|
12.2K
$555K
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.49KNew |
$332K - $369K
|
7.49K
$340K
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.43KNew |
$330K - $366K
|
7.43K
$337K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.08KNew |
$314K - $349K
|
7.08K
$321K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
6.94K+ 1.64% |
$308K - $342K
|
431K
$19.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.87K+ 3.06% |
$305K - $338K
|
232K
$10.5M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.71KNew |
$298K - $331K
|
6.71K
$304K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.68K+ 4.16% |
$297K - $329K
|
167K
$7.59M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.61K+ 290.89% |
$293K - $325K
|
8.88K
$403K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.88K+ 9.04% |
$261K - $290K
|
70.9K
$3.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.81K+ 128.11% |
$258K - $286K
|
10.3K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.75K+ 1.79% |
$255K - $283K
|
328K
$14.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5.73K+ 123.25% |
$254K - $282K
|
10.4K
$471K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.59K+ 89.41% |
$248K - $275K
|
11.8K
$537K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.47K+ 17.82% |
$243K - $270K
|
36.2K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.33K+ 179.74% |
$237K - $263K
|
8.3K
$376K
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.11K+ 32.51% |
$227K - $252K
|
20.8K
$944K
|
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
5.09K+ 1.04% |
$226K - $251K
|
496K
$22.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
4.88KNew |
$217K - $240K
|
4.88K
$221K
|