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 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.67K- 44.85% |
$116K - $125K
|
3.28K
$149K
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.69K- 4.82% |
$117K - $126K
|
53.2K
$2.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-2.75K- 4.67% |
$120K - $129K
|
56.2K
$2.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.92K- 7.0% |
$127K - $137K
|
38.8K
$1.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-3K- 33.82% |
$131K - $141K
|
5.87K
$267K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.2K- 2.64% |
$140K - $150K
|
118K
$5.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.22K- 0.98% |
$140K - $151K
|
324K
$14.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.3K- 30.31% |
$144K - $155K
|
7.6K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.67K- 4.93% |
$160K - $172K
|
70.8K
$3.23M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-3.79K- 7.38% |
$165K - $178K
|
47.5K
$2.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.88K- 4.37% |
$169K - $182K
|
84.8K
$3.86M
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.04K- 4.36% |
$176K - $189K
|
88.5K
$4.03M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.05K- 16.77% |
$176K - $190K
|
20.1K
$915K
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4.07K- 4.63% |
$178K - $191K
|
84K
$3.82M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-4.15K- 5.81% |
$181K - $194K
|
67.2K
$3.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4.21K- 40.59% |
$184K - $198K
|
6.17K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.54K- 17.61% |
$198K - $213K
|
21.3K
$968K
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.71K- 9.64% |
$205K - $221K
|
44.1K
$2.01M
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-4.87K- 2.74% |
$212K - $229K
|
173K
$7.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4.97K- 10.66% |
$216K - $233K
|
41.6K
$1.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5.02K- 18.13% |
$219K - $236K
|
22.7K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-5.04K- 0.49% |
$220K - $237K
|
1.02M
$46.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.11K- 36.99% |
$223K - $240K
|
8.7K
$396K
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-5.19K- 4.03% |
$226K - $243K
|
124K
$5.63M
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-5.21K- 32.96% |
$227K - $244K
|
10.6K
$483K
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5.26K- 1.06% |
$229K - $247K
|
490K
$22.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.7K- 22.69% |
$248K - $267K
|
19.4K
$885K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.83K- 21.29% |
$254K - $273K
|
21.6K
$982K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.91K- 57.28% |
$257K - $277K
|
4.4K
$201K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.95K- 6.19% |
$259K - $279K
|
90.1K
$4.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-5.98K- 4.58% |
$260K - $280K
|
124K
$5.67M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6.02K- 62.1% |
$262K - $282K
|
3.68K
$167K
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-6.04K- 10.79% |
$263K - $283K
|
49.9K
$2.27M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.25KClosed |
$273K - $293K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.66K- 1.57% |
$290K - $312K
|
418K
$19M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-6.96K- 73.35% |
$303K - $327K
|
2.53K
$115K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.07K- 42.86% |
$308K - $332K
|
9.42K
$429K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-7.34K- 1.46% |
$320K - $344K
|
497K
$22.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
SELL
|
- |
-7.4K- 8.33% |
$322K - $347K
|
81.4K
$3.71M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-8.83K- 6.79% |
$385K - $414K
|
121K
$5.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-9.15K- 41.61% |
$399K - $429K
|
12.8K
$585K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-9.74K- 63.05% |
$425K - $457K
|
5.71K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9.98K- 7.73% |
$435K - $468K
|
119K
$5.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-10.1K- 28.23% |
$441K - $474K
|
25.7K
$1.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.6K- 17.4% |
$462K - $498K
|
50.4K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.1K- 60.31% |
$485K - $522K
|
7.33K
$334K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-11.3K- 74.86% |
$490K - $528K
|
3.78K
$172K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-11.7K- 16.49% |
$510K - $549K
|
59.2K
$2.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-12.2K- 11.17% |
$531K - $572K
|
97K
$4.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12.7K- 13.74% |
$552K - $594K
|
79.5K
$3.62M
|