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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.83KNew |
$255K - $258K
|
4.83K
$220K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.72KNew |
$249K - $252K
|
4.72K
$215K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
4.68KNew |
$247K - $250K
|
4.68K
$213K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.68K+ 69.73% |
$247K - $250K
|
11.4K
$519K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.67KNew |
$246K - $249K
|
4.67K
$213K
|
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
4.61KNew |
$243K - $246K
|
4.61K
$210K
|
|
|
Feb 14, 2022
Q4 2021
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
4.47KNew |
$236K - $238K
|
4.47K
$204K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.45K+ 3.7% |
$234K - $237K
|
125K
$5.68M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
4.35KNew |
$229K - $232K
|
4.35K
$198K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.32K+ 36.54% |
$228K - $231K
|
16.1K
$735K
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
BUY
|
- |
4.3K+ 24.36% |
$227K - $230K
|
22K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Tanager Wealth Management LLP
|
BUY
|
- |
4.28KNew |
$226K - $228K
|
4.28K
$195K
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.24KNew |
$223K - $226K
|
4.24K
$193K
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
4.13K+ 18.84% |
$218K - $220K
|
26.1K
$1.19M
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
4.1K+ 1.65% |
$216K - $219K
|
253K
$11.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.01K+ 11.41% |
$211K - $214K
|
39.2K
$1.78M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.92KNew |
$206K - $209K
|
3.92K
$178K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
3.92K+ 235.7% |
$206K - $209K
|
5.58K
$254K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.9KNew |
$205K - $208K
|
3.9K
$177K
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
3.88KNew |
$205K - $207K
|
3.88K
$177K
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
3.82KNew |
$202K - $204K
|
3.82K
$174K
|
|
|
Jan 20, 2022
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
3.56K+ 1.01% |
$187K - $190K
|
354K
$16.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.41K+ 14.63% |
$180K - $182K
|
26.7K
$1.22M
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.4K+ 4.78% |
$179K - $181K
|
74.4K
$3.39M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.32KNew |
$175K - $177K
|
3.32K
$151K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.3K+ 4.84% |
$174K - $176K
|
71.5K
$3.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3.3K+ 25.82% |
$174K - $176K
|
16.1K
$732K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.14K+ 54.61% |
$165K - $167K
|
8.88K
$404K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.99K+ 36.01% |
$158K - $160K
|
11.3K
$515K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.99K+ 10.71% |
$158K - $160K
|
30.9K
$1.41M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.77KNew |
$146K - $148K
|
2.77K
$126K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.59K+ 0.71% |
$136K - $138K
|
368K
$16.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.56K+ 16.4% |
$135K - $137K
|
18.2K
$829K
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.56KNew |
$135K - $137K
|
2.56K
$117K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.41K+ 1.42% |
$127K - $128K
|
172K
$7.82M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.36K+ 1.37% |
$125K - $126K
|
174K
$7.95M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.29K+ 26.39% |
$121K - $122K
|
11K
$500K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.29K+ 9.35% |
$121K - $122K
|
26.8K
$1.22M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.15KNew |
$113K - $115K
|
2.15K
$98K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
2.14K+ 35.5% |
$113K - $114K
|
8.17K
$372K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.05KNew |
$108K - $109K
|
2.05K
$93.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.98KNew |
$104K - $105K
|
1.98K
$90K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.96K+ 6.87% |
$103K - $105K
|
30.5K
$1.39M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
1.92K+ 39.23% |
$101K - $102K
|
6.8K
$310K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
1.85K+ 15.35% |
$97.5K - $98.7K
|
13.9K
$633K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.82KNew |
$95.9K - $97.1K
|
1.82K
$82.9K
|
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
BUY
|
- |
1.79K+ 33.96% |
$94.1K - $95.3K
|
7.05K
$321K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.75K+ 549.22% |
$92.3K - $93.5K
|
2.07K
$94.3K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.69K+ 41.21% |
$89.2K - $90.3K
|
5.8K
$264K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.57K+ 40.35% |
$82.8K - $83.8K
|
5.46K
$249K
|