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 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.39K- 22.73% |
$328K - $364K
|
25.1K
$1.15M
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
SELL
|
- |
-8.52K- 41.43% |
$378K - $420K
|
12K
$552K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.62K- 10.36% |
$383K - $424K
|
74.5K
$3.41M
|
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-8.62K- 13.42% |
$383K - $424K
|
55.6K
$2.55M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.7K- 99.3% |
$431K - $478K
|
68
$3.12K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-11.1K- 51.73% |
$491K - $544K
|
10.3K
$472K
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-11.1K- 7.87% |
$493K - $547K
|
130K
$5.95M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.2K- 8.48% |
$499K - $554K
|
121K
$5.56M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-11.5K- 9.56% |
$512K - $568K
|
109K
$5M
|
|
|
Oct 21, 2022
Q3 2022
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-11.7K- 2.73% |
$520K - $576K
|
417K
$19.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-12.8K- 11.55% |
$569K - $631K
|
98.1K
$4.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13K- 28.91% |
$579K - $642K
|
32K
$1.47M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-13.4K- 28.25% |
$594K - $659K
|
34K
$1.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-13.6K- 1.86% |
$603K - $669K
|
715K
$32.8M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-15.3K- 2.0% |
$681K - $756K
|
752K
$34.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-16.6K- 19.99% |
$737K - $818K
|
66.5K
$3.05M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-17.2K- 54.11% |
$762K - $846K
|
14.6K
$667K
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-17.3K- 72.15% |
$767K - $850K
|
6.66K
$305K
|
|
|
Nov 14, 2022
Q3 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-17.5K- 17.55% |
$777K - $862K
|
82.2K
$3.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-18K- 46.78% |
$799K - $886K
|
20.5K
$937K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.1K- 2.76% |
$803K - $891K
|
636K
$29.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-18.1K- 4.37% |
$803K - $891K
|
396K
$18.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-18.3K- 26.87% |
$811K - $900K
|
49.7K
$2.28M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.7K- 4.23% |
$832K - $923K
|
424K
$19.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-19.2K- 3.34% |
$852K - $946K
|
555K
$25.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-19.7K- 73.25% |
$874K - $970K
|
7.19K
$329K
|
|
|
Oct 13, 2022
Q3 2022
|
Unison Advisors LLC
|
SELL
|
- |
-19.8K- 26.11% |
$880K - $976K
|
56.1K
$2.57M
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
SELL
|
- |
-20.5K- 49.71% |
$912K - $1.01M
|
20.8K
$952K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.9K- 7.36% |
$927K - $1.03M
|
263K
$12M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-21.3K- 96.61% |
$948K - $1.05M
|
749
$34.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-21.5K- 7.3% |
$956K - $1.06M
|
273K
$12.5M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-22.1K- 2.65% |
$981K - $1.09M
|
810K
$37.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-22.1K- 2.65% |
$981K - $1.09M
|
810K
$37.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-22.4K- 23.67% |
$995K - $1.1M
|
72.3K
$3.31M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-23.3K- 60.18% |
$1.04M - $1.15M
|
15.5K
$708K
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-23.3K- 60.18% |
$1.04M - $1.15M
|
15.5K
$708K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-23.4K- 76.2% |
$1.04M - $1.15M
|
7.3K
$335K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-23.9K- 7.48% |
$1.06M - $1.18M
|
296K
$13.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-24.3K- 27.53% |
$1.08M - $1.2M
|
64K
$2.93M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-24.5K- 15.85% |
$1.09M - $1.21M
|
130K
$5.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-24.8K- 53.6% |
$1.1M - $1.22M
|
21.4K
$983K
|
|
|
Oct 18, 2022
Q3 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-24.8K- 6.65% |
$1.1M - $1.22M
|
348K
$15.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-25.9K- 8.76% |
$1.15M - $1.28M
|
270K
$12.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-26.3K- 4.99% |
$1.17M - $1.29M
|
500K
$22.9M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-26.4K- 8.54% |
$1.17M - $1.3M
|
283K
$13M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-27K- 30.22% |
$1.2M - $1.33M
|
62.2K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-28.5K- 0.46% |
$1.26M - $1.4M
|
6.18M
$283M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-29.1K- 11.72% |
$1.29M - $1.43M
|
219K
$10M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.1K- 1.32% |
$1.33M - $1.48M
|
2.24M
$103M
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-30.1K- 22.47% |
$1.34M - $1.48M
|
104K
$4.76M
|