Bennett Associates Wealth Management Vanguard Mortg Backed Sec ETF Transaction History

Bennett Associates Wealth Management

$144 Billion
Q4 2025

A detailed history of Bennett Associates Wealth Management transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Bennett Associates Wealth Management holds 34,384 shares of VMBS stock, worth $1.61 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

34,384

Previous 33,401 2.94%

Holding current value

$1.61 Million

Previous $1.57 Billion 3.21%

% of portfolio

1.12%

Previous 1.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$46.85 - $47.44 $46,053 - $46,633	983 Added 2.94%	34,384 $1.62 Billion
Q3 2025 Oct 15, 2025	BUY	$45.72 - $47.27 $163,128 - $168,659	3,568 Added 11.96%	33,401 $1.57 Billion
Q2 2025 Jul 22, 2025	SELL	$45.2 - $46.6 $77,382 - $79,779	-1,712 Reduced 5.43%	29,833 $1.38 Billion
Q1 2025 Apr 09, 2025	BUY	$44.68 - $46.49 $68,717 - $71,501	1,538 Added 5.13%	31,545 $1.46 Billion
Q4 2024 Jan 14, 2025	BUY	$45.17 - $47.23 $29,496 - $30,841	653 Added 2.22%	30,007 $1.36 Billion

Q3 2024 Nov 07, 2024	BUY	$44.9 - $47.55 $1.32 Million - $1.4 Million	29,354 New	29,354 $1.39 Billion

Others Institutions Holding VMBS

# of Institutions

722

Shares Held

290M

Call Options Held

Put Options Held

View Full List

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

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Bennett Associates Wealth Management Vanguard Mortg Backed Sec ETF Transaction History