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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.78% |
$133 - $148
|
388
$17.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.09% |
$44.4 - $49.3
|
1.14K
$52.3K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.46% |
$44.4 - $49.3
|
219
$10K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3- 1.81% |
$133 - $148
|
163
$7.47K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-8- 6.56% |
$355 - $394
|
114
$5.22K
|
|
|
Nov 15, 2022
Q3 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-10- 0.1% |
$444 - $493
|
9.77K
$448K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-23- 12.85% |
$1.02K - $1.13K
|
156
$7.15K
|
|
|
Oct 12, 2022
Q3 2022
|
Veery Capital, LLC
|
SELL
|
- |
-27- 0.1% |
$1.2K - $1.33K
|
27.6K
$1.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-28- 0.78% |
$1.24K - $1.38K
|
3.55K
$163K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-32- 0.24% |
$1.42K - $1.58K
|
13.1K
$601K
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-36- 0.6% |
$1.6K - $1.77K
|
6K
$275K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-40- 0.54% |
$1.78K - $1.97K
|
7.41K
$340K
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-41- 0.04% |
$1.82K - $2.02K
|
98.1K
$4.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-47- 0.5% |
$2.09K - $2.32K
|
9.33K
$427K
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-59- 0.49% |
$2.62K - $2.91K
|
11.9K
$544K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-62- 0.58% |
$2.75K - $3.05K
|
10.7K
$488K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-72- 1.17% |
$3.2K - $3.55K
|
6.1K
$280K
|
|
|
Nov 01, 2022
Q3 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-80- 0.08% |
$3.55K - $3.94K
|
105K
$4.82M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-81- 0.85% |
$3.6K - $3.99K
|
9.46K
$434K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-89- 1.66% |
$3.95K - $4.39K
|
5.27K
$241K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-102- 0.81% |
$4.53K - $5.03K
|
12.5K
$573K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-111- 95.69% |
$4.93K - $5.47K
|
5
$229
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-114- 0.83% |
$5.06K - $5.62K
|
13.6K
$625K
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-118- 2.19% |
$5.24K - $5.81K
|
5.27K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-120- 21.24% |
$5.33K - $5.91K
|
445
$20.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-123- 1.17% |
$5.46K - $6.06K
|
10.4K
$475K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-123- 75.46% |
$5.46K - $6.06K
|
40
$1.83K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-124- 6.45% |
$5.51K - $6.11K
|
1.8K
$82.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-137- 4.91% |
$6.08K - $6.75K
|
2.65K
$122K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-139- 1.4% |
$6.17K - $6.85K
|
9.8K
$449K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-143- 1.38% |
$6.35K - $7.05K
|
10.2K
$468K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-145- 1.82% |
$6.44K - $7.14K
|
7.82K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 47.02% |
$6.66K - $7.39K
|
169
$7.74K
|
|
|
Nov 09, 2022
Q3 2022
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-150- 0.25% |
$6.66K - $7.39K
|
58.9K
$2.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-151- 0.53% |
$6.71K - $7.44K
|
28.1K
$1.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-154- 13.74% |
$6.84K - $7.59K
|
967
$44.3K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-157- 2.55% |
$6.97K - $7.74K
|
5.99K
$274K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-166- 2.27% |
$7.37K - $8.18K
|
7.15K
$327K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-166- 2.27% |
$7.37K - $8.18K
|
7.15K
$327K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-169- 60.14% |
$7.51K - $8.33K
|
112
$5.13K
|
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-180- 2.24% |
$7.99K - $8.87K
|
7.87K
$360K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-187- 4.39% |
$8.3K - $9.21K
|
4.07K
$186K
|
|
|
Nov 10, 2022
Q3 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-200- 2.56% |
$8.88K - $9.85K
|
7.61K
$349K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-207- 0.49% |
$9.19K - $10.2K
|
42.2K
$1.93M
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-249- 2.82% |
$11.1K - $12.3K
|
8.58K
$393K
|
|
|
Oct 21, 2022
Q3 2022
|
Ht Partners LLC
|
SELL
|
- |
-257- 1.79% |
$11.4K - $12.7K
|
14.1K
$647K
|
|
|
Nov 09, 2022
Q3 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-269- 2.8% |
$11.9K - $13.3K
|
9.34K
$428K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-292- 5.7% |
$13K - $14.4K
|
4.83K
$221K
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-295- 1.22% |
$13.1K - $14.5K
|
23.9K
$1.1M
|