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 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
624+ 49.96% |
$27.7K - $30.7K
|
1.87K
$85.8K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
568+ 6.36% |
$25.2K - $28K
|
9.49K
$435K
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
556+ 7.13% |
$24.7K - $27.4K
|
8.36K
$383K
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
BUY
|
- |
542+ 12.24% |
$24.1K - $26.7K
|
4.97K
$228K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
484+ 2.69% |
$21.5K - $23.8K
|
18.5K
$846K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
479+ 136.86% |
$21.3K - $23.6K
|
829
$38K
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
462+ 15.87% |
$20.5K - $22.8K
|
3.37K
$155K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
455+ 3.31% |
$20.2K - $22.4K
|
14.2K
$651K
|
|
Nov 03, 2022
Q3 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
403+ 1.41% |
$17.9K - $19.9K
|
29K
$1.33M
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
402+ 0.31% |
$17.9K - $19.8K
|
130K
$5.96M
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
401New |
$17.8K - $19.8K
|
401
$18.4K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
381+ 108.24% |
$16.9K - $18.8K
|
733
$33.6K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
376+ 26.02% |
$16.7K - $18.5K
|
1.82K
$83.4K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
376New |
$16.7K - $18.5K
|
376
$17.2K
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
341+ 2.51% |
$15.1K - $16.8K
|
13.9K
$638K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
337+ 6.79% |
$15K - $16.6K
|
5.3K
$243K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
326+ 2.22% |
$14.5K - $16.1K
|
15K
$686K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
310+ 2.9% |
$13.8K - $15.3K
|
11K
$505K
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
298+ 2.63% |
$13.2K - $14.7K
|
11.6K
$532K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
279+ 2.25% |
$12.4K - $13.7K
|
12.7K
$582K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
259+ 0.92% |
$11.5K - $12.8K
|
28.3K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
189New |
$8.39K - $9.31K
|
189
$8.66K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
185New |
$8.22K - $9.11K
|
185
$8.48K
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
176+ 2.84% |
$7.82K - $8.67K
|
6.37K
$292K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
160+ 3.88% |
$7.11K - $7.88K
|
4.28K
$196K
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
160+ 1.9% |
$7.11K - $7.88K
|
8.59K
$394K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
157+ 230.88% |
$6.97K - $7.74K
|
225
$10.3K
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
131New |
$5.82K - $6.45K
|
131
$6K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
110+ 1.89% |
$4.89K - $5.42K
|
5.94K
$272K
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
102+ 2.21% |
$4.53K - $5.03K
|
4.71K
$216K
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
87New |
$3.86K - $4.29K
|
87
$3.99K
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
86+ 0.98% |
$3.82K - $4.24K
|
8.87K
$406K
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
84New |
$3.73K - $4.14K
|
84
$3.85K
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
77+ 3.56% |
$3.42K - $3.79K
|
2.24K
$103K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
69New |
$3.06K - $3.4K
|
69
$3.16K
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
63+ 0.94% |
$2.8K - $3.1K
|
6.73K
$308K
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
55New |
$2.44K - $2.71K
|
55
$2.52K
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
42+ 57.53% |
$1.87K - $2.07K
|
115
$5.27K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
36New |
$1.6K - $1.77K
|
36
$1.65K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
32+ 0.53% |
$1.42K - $1.58K
|
6.06K
$278K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
25New |
$1.11K - $1.23K
|
25
$1.15K
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
18+ 0.54% |
$799 - $887
|
3.38K
$155K
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
11New |
$489 - $542
|
11
$504
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
8+ 0.59% |
$355 - $394
|
1.37K
$62.9K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6+ 0.59% |
$266 - $296
|
1.03K
$47K
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.06% |
$266 - $296
|
9.7K
$444K
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
4+ 0.02% |
$178 - $197
|
16.4K
$752K
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4+ 0.26% |
$178 - $197
|
1.53K
$70.1K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.29% |
$133 - $148
|
1.04K
$47.7K
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.64% |
$133 - $148
|
475
$21.8K
|