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 26, 2026
Q4 2025
|
Marion Wealth Management
|
BUY
|
- |
3.52K+ 2.77% |
$165K - $167K
|
131K
$6.13M
|
|
|
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 27, 2026
Q4 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
3.27K+ 9.17% |
$153K - $155K
|
38.9K
$1.83M
|
|
|
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 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
2.7KNew |
$126K - $128K
|
2.7K
$127K
|
|
|
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 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.27K+ 5.13% |
$59.4K - $60.1K
|
25.9K
$1.22M
|
|
|
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
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
983+ 2.94% |
$46.1K - $46.6K
|
34.4K
$1.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
790+ 1067.57% |
$37K - $37.5K
|
864
$40.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
710+ 11.41% |
$33.3K - $33.7K
|
6.93K
$326K
|
|
|
Jan 20, 2026
Q4 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
674+ 1.48% |
$31.6K - $32K
|
46.2K
$2.17M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
673+ 4.49% |
$31.5K - $31.9K
|
15.7K
$736K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
590+ 1.1% |
$27.6K - $28K
|
54.2K
$2.55M
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
569+ 4.55% |
$26.7K - $27K
|
13.1K
$614K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
562+ 7.52% |
$26.3K - $26.7K
|
8.03K
$377K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
479New |
$22.4K - $22.7K
|
479
$22.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
455+ 3.42% |
$21.3K - $21.6K
|
13.8K
$646K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
380+ 0.78% |
$17.8K - $18K
|
49K
$2.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
361New |
$16.9K - $17.1K
|
361
$17K
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
308+ 1283.33% |
$14.4K - $14.6K
|
332
$15.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
289+ 0.36% |
$13.5K - $13.7K
|
80.9K
$3.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
283+ 2.71% |
$13.3K - $13.4K
|
10.7K
$504K
|
|
|
Jan 27, 2026
Q4 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
235+ 0.64% |
$11K - $11.1K
|
37K
$1.74M
|
|
|
Jan 27, 2026
Q4 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
207New |
$9.7K - $9.82K
|
207
$9.72K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
170+ 3.53% |
$7.96K - $8.06K
|
4.99K
$234K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
162+ 1.6% |
$7.59K - $7.69K
|
10.3K
$482K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
140+ 19.64% |
$6.56K - $6.64K
|
853
$40.1K
|
|
|
Jan 22, 2026
Q4 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
123New |
$5.76K - $5.84K
|
123
$5.78K
|
|
|
Jan 28, 2026
Q4 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
74New |
$3.47K - $3.51K
|
74
$3.48K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
66+ 0.26% |
$3.09K - $3.13K
|
25.8K
$1.21M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
63New |
$2.95K - $2.99K
|
63
$2.96K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
63New |
$2.95K - $2.99K
|
63
$2.96K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
63+ 0.86% |
$2.95K - $2.99K
|
7.41K
$348K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
49+ 21.78% |
$2.3K - $2.32K
|
274
$12.9K
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
28+ 0.55% |
$1.31K - $1.33K
|
5.14K
$241K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
26New |
$1.22K - $1.23K
|
26
$1.22K
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
26+ 0.19% |
$1.22K - $1.23K
|
13.5K
$634K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
25New |
$1.17K - $1.19K
|
25
$1.17K
|
|