Purchases and Sales Made in Q4 2021 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.62M+ 7.32% |
$191M - $193M
|
53.1M
$2.42B
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.48M+ 2.1% |
$77.9M - $78.8M
|
71.7M
$3.27B
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
762KNew |
$40.2M - $40.6M
|
762K
$34.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
746K+ 2449.62% |
$39.3M - $39.8M
|
776K
$35.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
457K+ 21.66% |
$24.1M - $24.4M
|
2.56M
$117M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
455K+ 376028.94% |
$24M - $24.3M
|
455K
$20.7M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
439K+ 70.15% |
$23.1M - $23.4M
|
1.06M
$48.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
435K+ 5.64% |
$22.9M - $23.2M
|
8.16M
$371M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
402K+ 7.28% |
$21.2M - $21.5M
|
5.93M
$270M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
395K+ 2.07% |
$20.8M - $21.1M
|
19.5M
$889M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
382KNew |
$20.1M - $20.4M
|
382K
$17.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
349K+ 6.39% |
$18.4M - $18.6M
|
5.8M
$264M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
290K+ 42.13% |
$15.3M - $15.5M
|
978K
$44.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
236KNew |
$12.5M - $12.6M
|
236K
$10.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
221K+ 519.77% |
$11.7M - $11.8M
|
264K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
215K+ 512.29% |
$11.3M - $11.5M
|
257K
$11.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
200K+ 44.44% |
$10.5M - $10.7M
|
650K
$29.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
196K+ 2.8% |
$10.3M - $10.4M
|
7.19M
$327M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
194K+ 3.02% |
$10.2M - $10.3M
|
6.59M
$300M
|
|
|
Feb 09, 2022
Q4 2021
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
193KNew |
$10.2M - $10.3M
|
193K
$8.79M
|
|
|
Jan 14, 2022
Q4 2021
|
Wavelength Capital Management, LLC
|
BUY
|
- |
177KNew |
$9.34M - $9.45M
|
177K
$8.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
172K+ 58.25% |
$9.07M - $9.18M
|
468K
$21.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
168K+ 1504.23% |
$8.88M - $8.98M
|
180K
$8.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
156K+ 4.84% |
$8.24M - $8.34M
|
3.38M
$154M
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
147KNew |
$7.75M - $7.84M
|
147K
$6.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
133K+ 10.54% |
$6.99M - $7.08M
|
1.39M
$63.4M
|
|
|
Apr 12, 2022
Q4 2021
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
131KNew |
$6.91M - $6.99M
|
131K
$5.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
130K+ 6.18% |
$6.83M - $6.91M
|
2.23M
$101M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
130KNew |
$6.83M - $6.91M
|
130K
$5.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
108K+ 321.73% |
$5.68M - $5.75M
|
141K
$6.43M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
107K+ 22.92% |
$5.66M - $5.73M
|
576K
$26.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
105K+ 416.4% |
$5.55M - $5.62M
|
131K
$5.95M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100K+ 184.9% |
$5.28M - $5.34M
|
154K
$7.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
97.3K+ 59.8% |
$5.13M - $5.19M
|
260K
$11.8M
|
|
|
Feb 28, 2022
Q4 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
91.6KNew |
$4.83M - $4.89M
|
91.6K
$4.17M
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
90.3KNew |
$4.76M - $4.82M
|
90.3K
$4.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
88.3K+ 2.0% |
$4.66M - $4.71M
|
4.5M
$205M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
82.7KNew |
$4.36M - $4.41M
|
82.7K
$3.77M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
82.7K+ 3.09% |
$4.36M - $4.41M
|
2.76M
$126M
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
76.4KNew |
$4.03M - $4.07M
|
76.4K
$3.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
74.5K+ 7.83% |
$3.93M - $3.98M
|
1.03M
$46.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
72.7KNew |
$3.83M - $3.88M
|
72.7K
$3.31M
|
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
68.6K+ 336.55% |
$3.62M - $3.66M
|
89K
$4.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
67.5KNew |
$3.56M - $3.6M
|
67.5K
$3.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
66.5K+ 24.3% |
$3.5M - $3.55M
|
340K
$15.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
64.7K+ 856.38% |
$3.41M - $3.45M
|
72.3K
$3.29M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
61.2K+ 2.25% |
$3.23M - $3.27M
|
2.79M
$127M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
58.6K+ 5.65% |
$3.09M - $3.13M
|
1.1M
$49.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
56.7K+ 242.39% |
$2.99M - $3.03M
|
80.2K
$3.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
55.8K+ 185.51% |
$2.94M - $2.98M
|
85.9K
$3.91M
|