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 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-307- 2.4% |
$13.6K - $15.1K
|
12.5K
$571K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-322- 2.22% |
$14.3K - $15.9K
|
14.2K
$651K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-327- 0.62% |
$14.5K - $16.1K
|
52.3K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-333- 1.72% |
$14.8K - $16.4K
|
19K
$870K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-350- 3.65% |
$15.5K - $17.2K
|
9.25K
$424K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-362- 8.11% |
$16.1K - $17.8K
|
4.1K
$188K
|
|
|
Nov 14, 2022
Q3 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-364- 1.18% |
$16.2K - $17.9K
|
30.5K
$1.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-382- 3.39% |
$17K - $18.8K
|
10.9K
$499K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-387- 4.63% |
$17.2K - $19.1K
|
7.98K
$366K
|
|
|
Nov 07, 2022
Q3 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-394- 1.24% |
$17.5K - $19.4K
|
31.4K
$1.44M
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-395- 4.06% |
$17.5K - $19.5K
|
9.34K
$428K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-421- 0.85% |
$18.7K - $20.7K
|
49.3K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-439- 7.8% |
$19.5K - $21.6K
|
5.19K
$238K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-441- 2.6% |
$19.6K - $21.7K
|
16.5K
$756K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-449- 2.65% |
$19.9K - $22.1K
|
16.5K
$757K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-452- 7.32% |
$20.1K - $22.3K
|
5.72K
$262K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-461- 0.98% |
$20.5K - $22.7K
|
46.6K
$2.13M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-513- 1.82% |
$22.8K - $25.3K
|
27.7K
$1.27M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-547- 2.22% |
$24.3K - $27K
|
24.1K
$1.11M
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-562- 8.77% |
$25K - $27.7K
|
5.85K
$268K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-563- 88.94% |
$25K - $27.7K
|
70
$3.21K
|
|
|
Aug 26, 2024
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-578- 2.82% |
$25.7K - $28.5K
|
19.9K
$914K
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-615- 3.13% |
$27.3K - $30.3K
|
19K
$872K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-619- 3.09% |
$27.5K - $30.5K
|
19.4K
$890K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
SELL
|
- |
-680- 7.12% |
$30.2K - $33.5K
|
8.87K
$406K
|
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-688- 4.24% |
$30.6K - $33.9K
|
15.5K
$712K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-690- 12.67% |
$30.6K - $34K
|
4.76K
$218K
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-694- 5.56% |
$30.8K - $34.2K
|
11.8K
$540K
|
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-746- 3.05% |
$33.1K - $36.8K
|
23.7K
$1.09M
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-794- 3.4% |
$35.3K - $39.1K
|
22.5K
$1.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-798- 0.68% |
$35.4K - $39.3K
|
116K
$5.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-903- 16.56% |
$40.1K - $44.5K
|
4.55K
$208K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-921- 43.61% |
$40.9K - $45.4K
|
1.19K
$54.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-995- 9.23% |
$44.2K - $49K
|
9.79K
$448K
|
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-998- 0.69% |
$44.3K - $49.2K
|
143K
$6.54M
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1K- 34.65% |
$44.5K - $49.4K
|
1.89K
$86.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.04K- 1.17% |
$46K - $51K
|
87.7K
$4.02M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.08K- 3.63% |
$47.8K - $53K
|
28.6K
$1.31M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.09K- 14.31% |
$48.3K - $53.6K
|
6.52K
$299K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 7.95% |
$50.1K - $55.6K
|
13.1K
$599K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.14K- 1.21% |
$50.5K - $56.1K
|
92.6K
$4.24M
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.16K- 6.66% |
$51.6K - $57.2K
|
16.3K
$746K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.25K- 3.86% |
$55.5K - $61.5K
|
31.1K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.25K- 53.53% |
$55.6K - $61.6K
|
1.09K
$49.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.28K- 5.0% |
$56.9K - $63.2K
|
24.4K
$1.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-1.3K- 0.78% |
$57.7K - $64.1K
|
165K
$7.55M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.35K- 99.41% |
$59.9K - $66.5K
|
8
$367
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.37K- 99.71% |
$60.9K - $67.5K
|
4
$183
|
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.38K- 15.78% |
$61.3K - $68K
|
7.36K
$337K
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.44K- 2.14% |
$64K - $71K
|
65.9K
$3.02M
|