Purchases and Sales Made in Q4 2022 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.1M+ 35.57% |
$616M - $663M
|
53.9M
$2.46B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.25MNew |
$272M - $293M
|
6.25M
$284M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
3.4M+ 16887.95% |
$148M - $159M
|
3.42M
$156M
|
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.83M+ 7509.11% |
$79.7M - $85.8M
|
1.85M
$84.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.69M+ 116.45% |
$73.7M - $79.3M
|
3.14M
$143M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.17M+ 1693.55% |
$51M - $54.9M
|
1.24M
$56.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
847K+ 2098.92% |
$36.9M - $39.7M
|
887K
$40.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
584K+ 101.83% |
$25.4M - $27.4M
|
1.16M
$52.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
536KNew |
$23.3M - $25.1M
|
536K
$24.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
497K+ 3713.99% |
$21.6M - $23.3M
|
510K
$23.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
445KNew |
$19.4M - $20.9M
|
445K
$20.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
355K+ 0.32% |
$15.5M - $16.6M
|
111M
$5.04B
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
352KNew |
$15.4M - $16.5M
|
352K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
317K+ 203.37% |
$13.8M - $14.8M
|
472K
$21.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
303K+ 54.48% |
$13.2M - $14.2M
|
858K
$39.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
298KNew |
$13M - $14M
|
298K
$13.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
272K+ 103.65% |
$11.9M - $12.8M
|
535K
$24.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
272K+ 2678.18% |
$11.9M - $12.8M
|
283K
$12.9M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
253K+ 3.89% |
$11M - $11.9M
|
6.76M
$308M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
206K+ 188.88% |
$8.96M - $9.64M
|
314K
$14.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
198K+ 152.64% |
$8.64M - $9.3M
|
328K
$15M
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
192K+ 95.31% |
$8.37M - $9.01M
|
394K
$17.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
176K+ 1097.09% |
$7.68M - $8.27M
|
192K
$8.76M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
176KNew |
$7.66M - $8.24M
|
176K
$8.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
174K+ 86.72% |
$7.56M - $8.14M
|
374K
$17M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
159K+ 1452.21% |
$6.93M - $7.46M
|
170K
$7.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
146K+ 7.09% |
$6.35M - $6.83M
|
2.2M
$100M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
141K+ 25.78% |
$6.14M - $6.61M
|
687K
$31.3M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
139K+ 825.97% |
$6.06M - $6.52M
|
156K
$7.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
133K+ 39.85% |
$5.8M - $6.24M
|
467K
$21.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
130K+ 511.0% |
$5.68M - $6.11M
|
156K
$7.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
128K+ 59.77% |
$5.58M - $6.01M
|
342K
$15.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
124K+ 19.46% |
$5.42M - $5.83M
|
763K
$34.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
111K+ 125.39% |
$4.86M - $5.23M
|
200K
$9.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
107KNew |
$4.67M - $5.03M
|
107K
$4.88M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
104K+ 24.23% |
$4.55M - $4.9M
|
536K
$24.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
103K+ 1.11% |
$4.48M - $4.82M
|
9.4M
$428M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
102KNew |
$4.44M - $4.78M
|
102K
$4.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
91.4KNew |
$3.98M - $4.29M
|
91.4K
$4.16M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
87.1K+ 16.1% |
$3.8M - $4.09M
|
629K
$28.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Ht Partners LLC
|
BUY
|
- |
86.4K+ 612.47% |
$3.77M - $4.05M
|
101K
$4.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
86.2K+ 67.24% |
$3.76M - $4.04M
|
215K
$9.77M
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
83.3K+ 174.73% |
$3.63M - $3.91M
|
131K
$5.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
83K+ 11.87% |
$3.62M - $3.89M
|
783K
$35.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
82.8KNew |
$3.61M - $3.88M
|
82.8K
$3.77M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
82.5K+ 993.36% |
$3.6M - $3.87M
|
90.9K
$4.14M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
74.1K+ 6.41% |
$3.23M - $3.48M
|
1.23M
$56M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
71.8K+ 33.79% |
$3.13M - $3.37M
|
284K
$13M
|
|
|
Feb 07, 2023
Q4 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
69.5K+ 8.36% |
$3.03M - $3.26M
|
900K
$41M
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
69.1K+ 112.62% |
$3.01M - $3.24M
|
130K
$5.94M
|