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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
13.5K+ 110.31% |
$588K - $633K
|
25.7K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
13.3K+ 96.32% |
$581K - $626K
|
27.2K
$1.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
13.3KNew |
$578K - $622K
|
13.3K
$604K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
13KNew |
$566K - $610K
|
13K
$592K
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
12.5KNew |
$544K - $586K
|
12.5K
$569K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.6K+ 5.02% |
$507K - $546K
|
243K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11.2KNew |
$488K - $525K
|
11.2K
$510K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.9K+ 125.65% |
$476K - $512K
|
19.6K
$893K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10.8K+ 29.94% |
$472K - $508K
|
47K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
10.7K+ 67.71% |
$466K - $501K
|
26.5K
$1.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
10.6KNew |
$464K - $499K
|
10.6K
$485K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
10.1K+ 1452.46% |
$438K - $471K
|
10.7K
$489K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.93K+ 1.39% |
$433K - $466K
|
725K
$33M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
9.92KNew |
$432K - $465K
|
9.92K
$452K
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
9.85K+ 17.57% |
$429K - $462K
|
65.9K
$3M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.36K+ 154.46% |
$408K - $439K
|
15.4K
$702K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.36K+ 45.74% |
$408K - $439K
|
29.8K
$1.36M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.24K+ 7.11% |
$403K - $433K
|
139K
$6.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.77K+ 5.24% |
$382K - $411K
|
176K
$8.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.69KNew |
$379K - $408K
|
8.69K
$396K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
8.51K+ 118.36% |
$371K - $399K
|
15.7K
$715K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
8.49K+ 27.02% |
$370K - $398K
|
39.9K
$1.82M
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
8.42K+ 2.13% |
$367K - $395K
|
404K
$18.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.31K+ 100.14% |
$362K - $390K
|
16.6K
$757K
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
8.22K+ 7.36% |
$358K - $386K
|
120K
$5.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.82K+ 79.96% |
$341K - $367K
|
17.6K
$802K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.69K+ 70.28% |
$335K - $361K
|
18.6K
$849K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
7.38K+ 6.6% |
$322K - $346K
|
119K
$5.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7KNew |
$305K - $328K
|
7K
$319K
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
6.96K+ 4.87% |
$303K - $326K
|
150K
$6.82M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
6.55K+ 54.42% |
$286K - $307K
|
18.6K
$847K
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.37K+ 3.18% |
$278K - $299K
|
206K
$9.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
6.34KNew |
$276K - $297K
|
6.34K
$289K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
6.13KNew |
$267K - $287K
|
6.13K
$279K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
6.13K+ 50.36% |
$267K - $287K
|
18.3K
$833K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
5.72K+ 9.65% |
$249K - $268K
|
65K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.54K+ 739.52% |
$241K - $260K
|
6.29K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
5.43KNew |
$236K - $254K
|
5.43K
$247K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.34K+ 9.91% |
$232K - $250K
|
59.2K
$2.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.12KNew |
$223K - $240K
|
5.12K
$233K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.95K+ 0.87% |
$216K - $232K
|
572K
$26M
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
4.76KNew |
$207K - $223K
|
4.76K
$217K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
4.57KNew |
$199K - $214K
|
4.57K
$208K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.42K+ 242.78% |
$193K - $207K
|
6.24K
$284K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.09K+ 115.13% |
$178K - $192K
|
7.64K
$348K
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
4.07K+ 19.53% |
$177K - $191K
|
24.9K
$1.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
3.58K+ 53.7% |
$156K - $168K
|
10.2K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
3.54K+ 17.85% |
$154K - $166K
|
23.4K
$1.06M
|
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.53K+ 23.1% |
$154K - $166K
|
18.8K
$857K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
3.07K+ 4.25% |
$134K - $144K
|
75.3K
$3.43M
|