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 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
246K+ 3.63% |
$11.5M - $11.7M
|
7.02M
$330M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
141K+ 57.05% |
$6.6M - $6.68M
|
388K
$18.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
86.4K+ 7.06% |
$4.05M - $4.1M
|
1.31M
$61.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
66.5K+ 8.54% |
$3.12M - $3.15M
|
845K
$39.7M
|
|
|
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 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 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
10.2K+ 3.66% |
$477K - $484K
|
289K
$13.6M
|
|
|
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 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 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 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 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 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 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
562+ 7.52% |
$26.3K - $26.7K
|
8.03K
$377K
|
|
|
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 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
289+ 0.36% |
$13.5K - $13.7K
|
80.9K
$3.8M
|
|
|
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 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
66+ 0.26% |
$3.09K - $3.13K
|
25.8K
$1.21M
|
|
|
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 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
26New |
$1.22K - $1.23K
|
26
$1.22K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
18+ 0.34% |
$843 - $854
|
5.29K
$248K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
15+ 0.01% |
$703 - $712
|
187K
$8.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
12New |
$562 - $569
|
12
$564
|
|