Purchases and Sales Made in Q4 2025 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q4 2025. 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 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
501KNew |
$23.5M - $23.8M
|
501K
$23.5M
|
|
|
Jan 20, 2026
Q4 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
252KNew |
$11.8M - $12M
|
252K
$11.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
246K+ 3.63% |
$11.5M - $11.7M
|
7.02M
$330M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
145K+ 44.38% |
$6.78M - $6.86M
|
471K
$22.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
141K+ 57.05% |
$6.6M - $6.68M
|
388K
$18.2M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
127K+ 37.7% |
$5.97M - $6.05M
|
465K
$21.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
86.4K+ 7.06% |
$4.05M - $4.1M
|
1.31M
$61.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
67.2K+ 54.73% |
$3.15M - $3.19M
|
190K
$8.93M
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
66.5K+ 8.54% |
$3.12M - $3.15M
|
845K
$39.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
49.2K+ 578.89% |
$2.31M - $2.34M
|
57.7K
$2.71M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
36.5KNew |
$1.71M - $1.73M
|
36.5K
$1.71M
|
|
|
Jan 14, 2026
Q4 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
32.1K+ 8.82% |
$1.51M - $1.53M
|
397K
$18.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
31.6KNew |
$1.48M - $1.5M
|
31.6K
$1.49M
|
|
|
Jan 20, 2026
Q4 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
23.4KNew |
$1.09M - $1.11M
|
23.4K
$1.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
21.4K+ 14.11% |
$1M - $1.01M
|
173K
$8.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
20.7KNew |
$969K - $981K
|
20.7K
$971K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.5K+ 5.75% |
$725K - $734K
|
284K
$13.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15.2KNew |
$710K - $719K
|
15.2K
$712K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
12.9KNew |
$603K - $610K
|
12.9K
$604K
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
10.2K+ 3.66% |
$477K - $484K
|
289K
$13.6M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.98K+ 8.05% |
$467K - $473K
|
134K
$6.29M
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
9.83KNew |
$460K - $466K
|
9.83K
$461K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.73KNew |
$409K - $414K
|
8.73K
$410K
|
|
|
Jan 23, 2026
Q4 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
8.51K+ 4.08% |
$399K - $404K
|
217K
$10.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.87K+ 1.82% |
$369K - $373K
|
441K
$20.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
7.73KNew |
$362K - $367K
|
7.73K
$363K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.75K+ 1.81% |
$316K - $320K
|
380K
$17.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.33K+ 6.08% |
$296K - $300K
|
110K
$5.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
4.95K+ 5.37% |
$232K - $235K
|
97.1K
$4.56M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.83K+ 5.99% |
$226K - $229K
|
85.3K
$4.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
BUY
|
- |
4.62K+ 3.0% |
$216K - $219K
|
159K
$7.45M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.51KNew |
$211K - $214K
|
4.51K
$212K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.25K+ 3.45% |
$199K - $202K
|
128K
$5.99M
|
|
|
Jan 23, 2026
Q4 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.93K+ 2.23% |
$184K - $186K
|
180K
$8.47M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.75K+ 48.2% |
$176K - $178K
|
11.5K
$542K
|
|
|
Jan 20, 2026
Q4 2025
|
Unison Advisors LLC
|
BUY
|
- |
3.28K+ 2.79% |
$154K - $156K
|
121K
$5.67M
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
3.28K+ 1.56% |
$153K - $155K
|
214K
$10M
|
|
|
Jan 16, 2026
Q4 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.13K+ 2.81% |
$147K - $149K
|
115K
$5.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.06K+ 2.3% |
$143K - $145K
|
136K
$6.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.45K+ 13.64% |
$115K - $116K
|
20.4K
$960K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
2.25KNew |
$105K - $107K
|
2.25K
$106K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.79K+ 2.4% |
$84K - $85K
|
76.6K
$3.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.72KNew |
$80.6K - $81.6K
|
1.72K
$80.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
1.7K+ 16.06% |
$79.4K - $80.4K
|
12.3K
$575K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.57K+ 4.33% |
$73.4K - $74.3K
|
37.7K
$1.77M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.47K+ 24.2% |
$68.8K - $69.6K
|
7.53K
$354K
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.46K+ 19.7% |
$68.3K - $69.1K
|
8.85K
$416K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.25K+ 1.36% |
$58.3K - $59.1K
|
92.9K
$4.36M
|
|
|
Jan 21, 2026
Q4 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.06K+ 2.71% |
$49.7K - $50.3K
|
40.2K
$1.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.02K+ 8.54% |
$47.9K - $48.5K
|
13K
$611K
|
|