VMBS — Vanguard Mortgage Backed Securities Etf

Ownership history in FC Advisory LLC · 38 quarters on record

This page tracks every 13F SEC filing in which FC Advisory LLC reported a position in Vanguard Mortgage Backed Securities Etf (VMBS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

4.53% (2016 Q3)

Avg. % of fund

2.26%

First filed

2016 Q3

Last filed

2025 Q4

Quarters held

38

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	80,922	+289	+0.4%	1.09%	$3.8M	$46.76
2025 Q3	ADDED	80,633	+256	+0.3%	1.11%	$3.8M	$46.00
2025 Q2	ADDED	80,377	+178	+0.2%	1.15%	$3.7M	$44.91
2025 Q1	ADDED	80,199	+3,324	+4.3%	1.26%	$3.7M	$44.38

% of Fund (quarterly) VMBS price (monthly, adj. close)

Other funds also holding VMBS

As of 2025 Q4 — sorted by position size

POWER WEALTH MANAGEMENT LLC 11.49% STERLING INVESTMENT MANAGEMENT, LLC 3Y 7Y 8.7% Bell Investment Advisors, Inc 3Y 7.74% Evergreen Advisors, LLC 3Y 7Y 7.64% Family CFO Inc 3Y 6.6% Cravens & Co Advisors, LLC 3Y 6.55% Angeles Investment Advisors, LLC 3Y 7Y 6.04% Mendota Financial Group, LLC 3Y 5.92% Dynamic Wealth Strategies, LLC 5.4% Windward Private Wealth Management Inc. 3Y 5.39%

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