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 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.73KNew |
$210K - $233K
|
4.73K
$215K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.69KNew |
$208K - $231K
|
4.69K
$213K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.69K+ 0.4% |
$208K - $231K
|
1.19M
$53.9M
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.9K+ 17.0% |
$173K - $192K
|
26.8K
$1.22M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.81KNew |
$169K - $188K
|
3.81K
$173K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.75K+ 23.54% |
$167K - $185K
|
19.7K
$893K
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.75K+ 11.77% |
$166K - $185K
|
35.6K
$1.61M
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.72K+ 30.85% |
$165K - $183K
|
15.8K
$716K
|
|
Oct 13, 2022
Q3 2022
|
Chandler Asset Management, Inc.
|
BUY
|
- |
3.7K+ 10.33% |
$164K - $182K
|
39.5K
$1.79M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.48K+ 46.6% |
$155K - $171K
|
10.9K
$497K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.46K+ 4.05% |
$153K - $170K
|
88.8K
$4.03M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
3.42K+ 29.14% |
$152K - $168K
|
15.1K
$686K
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
3.39K+ 0.33% |
$150K - $167K
|
1.04M
$47.2M
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3.35KNew |
$149K - $165K
|
3.35K
$152K
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
3.22KNew |
$143K - $158K
|
3.22K
$146K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.18K+ 0.23% |
$141K - $157K
|
1.39M
$63M
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.12K+ 60.25% |
$139K - $154K
|
8.31K
$377K
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3.03K+ 19.65% |
$134K - $149K
|
18.4K
$836K
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.01K+ 19.46% |
$134K - $148K
|
18.5K
$837K
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
2.96K+ 10.38% |
$131K - $146K
|
31.4K
$1.43M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.86K+ 27.26% |
$127K - $141K
|
13.4K
$606K
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.79K+ 20.86% |
$124K - $138K
|
16.2K
$734K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.74K+ 1.03% |
$122K - $135K
|
268K
$12.2M
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.6K+ 10.91% |
$116K - $128K
|
26.4K
$1.2M
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.41K+ 5.31% |
$107K - $119K
|
47.7K
$2.16M
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.4K+ 1.21% |
$107K - $118K
|
200K
$9.07M
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.33KNew |
$104K - $115K
|
2.33K
$106K
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.07K+ 25.57% |
$92K - $102K
|
10.2K
$461K
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.03K+ 19.44% |
$90.3K - $100K
|
12.5K
$567K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.02K+ 95.56% |
$89.9K - $99.7K
|
4.14K
$188K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.02K+ 95.56% |
$89.9K - $99.7K
|
4.14K
$188K
|
|
Nov 10, 2022
Q3 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.86K+ 0.18% |
$82.7K - $91.8K
|
1.02M
$46.3M
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
1.84K+ 372.21% |
$81.5K - $90.4K
|
2.33K
$106K
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.79K+ 5.12% |
$79.3K - $87.9K
|
36.7K
$1.66M
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.71K+ 16.39% |
$76.1K - $84.4K
|
12.2K
$552K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.68K+ 7.1% |
$74.7K - $82.9K
|
25.4K
$1.15M
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
BUY
|
- |
1.51K+ 7.15% |
$67.2K - $74.5K
|
22.7K
$1.03M
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
1.33KNew |
$59K - $65.4K
|
1.33K
$60.2K
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.31K+ 1.51% |
$58.1K - $64.4K
|
88K
$3.99M
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.08KNew |
$48K - $53.3K
|
1.08K
$49K
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.07K+ 9.39% |
$47.5K - $52.7K
|
12.5K
$565K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
949+ 474.5% |
$42.1K - $46.8K
|
1.15K
$52.1K
|
|
Nov 10, 2022
Q3 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
921+ 1.42% |
$40.9K - $45.4K
|
65.8K
$2.98M
|
|
Nov 10, 2022
Q3 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
899+ 0.57% |
$39.9K - $44.3K
|
159K
$7.23M
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
BUY
|
- |
880+ 16.61% |
$39.1K - $43.4K
|
6.18K
$280K
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
834+ 2.87% |
$37K - $41.1K
|
29.9K
$1.36M
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
777New |
$34.5K - $38.3K
|
777
$35.2K
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
650+ 3.34% |
$28.9K - $32K
|
20.1K
$912K
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
640+ 6.07% |
$28.4K - $31.5K
|
11.2K
$507K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
636+ 7.88% |
$28.2K - $31.3K
|
8.7K
$395K
|