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 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.44K- 9.46% |
$64K - $71K
|
13.8K
$633K
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.44K- 17.45% |
$64.1K - $71.1K
|
6.83K
$313K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-1.52K- 2.5% |
$67.5K - $74.9K
|
59.3K
$2.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.55K- 10.87% |
$68.7K - $76.2K
|
12.7K
$581K
|
|
|
Nov 14, 2022
Q3 2022
|
Verde Capital Management
|
SELL
|
- |
-1.62K- 14.16% |
$72.1K - $80K
|
9.84K
$451K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.65K- 56.92% |
$73.3K - $81.3K
|
1.25K
$57.2K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.66K- 3.95% |
$73.6K - $81.7K
|
40.3K
$1.85M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.67K- 19.55% |
$74.1K - $82.2K
|
6.87K
$315K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1.68K- 40.73% |
$74.7K - $82.9K
|
2.45K
$112K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.75K- 23.87% |
$77.7K - $86.2K
|
5.58K
$256K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.79K- 34.75% |
$79.4K - $88.1K
|
3.36K
$154K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.85K- 12.64% |
$82.2K - $91.2K
|
12.8K
$586K
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.94K- 22.26% |
$86K - $95.4K
|
6.76K
$310K
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
SELL
|
- |
-1.98K- 1.78% |
$87.8K - $97.5K
|
109K
$4.99M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.02K- 1.25% |
$89.5K - $99.3K
|
159K
$7.27M
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.1K- 12.13% |
$93.1K - $103K
|
15.2K
$696K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.26K- 4.66% |
$100K - $111K
|
46.1K
$2.11M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.26K- 4.66% |
$100K - $111K
|
46.1K
$2.11M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.29K- 0.4% |
$102K - $113K
|
567K
$26M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.41K- 31.96% |
$107K - $119K
|
5.14K
$235K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.51K- 25.49% |
$111K - $124K
|
7.33K
$336K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.53K- 46.6% |
$112K - $125K
|
2.9K
$133K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.62K- 28.73% |
$116K - $129K
|
6.49K
$297K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.62K- 53.94% |
$116K - $129K
|
2.24K
$103K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
SELL
|
- |
-3.42K- 32.15% |
$152K - $168K
|
7.21K
$330K
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3.51K- 0.8% |
$156K - $173K
|
434K
$19.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.56K- 8.63% |
$158K - $175K
|
37.7K
$1.73M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.63K- 11.93% |
$161K - $179K
|
26.8K
$1.23M
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.77K- 9.53% |
$168K - $186K
|
35.8K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.82K- 12.91% |
$170K - $188K
|
25.8K
$1.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.91K- 15.11% |
$174K - $193K
|
22K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.92K- 1.81% |
$174K - $193K
|
213K
$9.76M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4.02K- 3.01% |
$178K - $198K
|
129K
$5.92M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.04K- 14.77% |
$179K - $199K
|
23.3K
$1.07M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.08K- 4.77% |
$181K - $201K
|
81.4K
$3.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-4.4K- 18.16% |
$195K - $217K
|
19.8K
$909K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-4.66K- 39.82% |
$207K - $230K
|
7.04K
$323K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.19K- 20.32% |
$230K - $256K
|
20.4K
$933K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.43K- 1.75% |
$241K - $268K
|
305K
$14M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-5.46K- 33.27% |
$243K - $269K
|
11K
$502K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-5.58K- 16.13% |
$248K - $275K
|
29K
$1.33M
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-5.69K- 5.34% |
$253K - $280K
|
101K
$4.62M
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.86K- 4.37% |
$260K - $288K
|
128K
$5.88M
|
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-5.96K- 1.68% |
$265K - $294K
|
348K
$15.9M
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-6.34K- 11.49% |
$281K - $312K
|
48.8K
$2.24M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-6.41K- 3.66% |
$284K - $316K
|
169K
$7.73M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.5K- 7.8% |
$289K - $320K
|
76.8K
$3.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.69K- 6.77% |
$297K - $330K
|
92.2K
$4.22M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7K- 1.28% |
$311K - $345K
|
541K
$24.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-7.38K- 27.32% |
$328K - $364K
|
19.6K
$900K
|