Public ownership evidence

Vanguard Mortgage-Backed Securities ETF (VMBS) Ownership Disclosures

Read VMBS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Vanguard Mortgage-Backed Securities ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Alternative Investment Advisors, LLC.
Report period
2026-06-30
Available
2026-09-01
Reported shares
87,940
Value (USD)
$4,116,513
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001172661-26-004258
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read VMBS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read VMBS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Alternative Investment Advisors, LLC.2026-06-302026-09-0187,940$4,116,513None
Cornerstone Financial Management LLC2026-06-302026-08-2984,458$3,953,470None
Cornerstone Financial Management LLC2026-03-312026-08-2986,266$4,050,169None
Cornerstone Financial Management LLC2025-12-312026-08-2983,054$3,910,165None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2966,397$3,074,847None
Advisors Asset Management, Inc.2022-12-312026-08-282,222$101,145None
Advisors Asset Management, Inc.2020-06-302026-08-285,361$291,478None
Advisors Asset Management, Inc.2022-06-302026-08-282,162$103,000None
Corient Private Wealth LP2026-06-302026-08-289,346$437,463None
Redwood Investment Management, LLC2024-12-312026-08-288,012$363,000None
Redwood Investment Management, LLC2025-03-312026-08-287,206$334,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-282,463$115,288None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-282,449$114,990None
AFFINITY WEALTH LLC2025-12-312026-08-2713$612None
Advisors Asset Management, Inc.2024-03-312026-08-273,642$166,112None
Advisors Asset Management, Inc.2025-03-312026-08-2716,761$776,202None
Advisors Asset Management, Inc.2022-09-302026-08-272,239$101,000None
Advisors Asset Management, Inc.2020-12-312026-08-274,560$247,000None
Advisors Asset Management, Inc.2023-06-302026-08-272,141$98,465None
Advisors Asset Management, Inc.2023-03-312026-08-272,155$100,315None
Advisors Asset Management, Inc.2021-03-312026-08-272,288$122,111None
Advisors Asset Management, Inc.2021-06-302026-08-27906$48,000None
Advisors Asset Management, Inc.2020-09-302026-08-274,667$253,278None
Advisors Asset Management, Inc.2025-09-302026-08-2715,029$705,762None
Advisors Asset Management, Inc.2023-12-312026-08-271,406$65,182None
Dakota Wealth Management2025-12-312026-08-274,505$212,097None
Redwood Investment Management, LLC2025-06-302026-08-277,737$359,000None
Redwood Investment Management, LLC2025-09-302026-08-276,680$314,000None
Redwood Investment Management, LLC2025-12-312026-08-275,985$282,000None
Advisors Asset Management, Inc.2019-12-312026-08-264,019$213,690None
Advisors Asset Management, Inc.2025-06-302026-08-2517,665$818,596None
Advisors Asset Management, Inc.2024-09-302026-08-2210,663$503,400None
Advisors Asset Management, Inc.2024-06-302026-08-226,832$310,173None
Advisors Asset Management, Inc.2024-12-312026-08-2215,221$690,120None
Advisors Asset Management, Inc.2025-12-312026-08-2210,950$515,526None
Advisors Asset Management, Inc.2020-03-312026-08-224,900$267,050None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-226,841$320,227None
Rehmann Capital Advisory Group2026-06-302026-08-217,705$360,683None
Archer Investment Corp2026-06-302026-08-202,514$117,693None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20200,962$9,407,047None
Beacon Pointe Advisors, LLC2026-06-302026-08-19288,722$13,515,088None
Advisors Asset Management, Inc.2019-03-312026-08-194,021$210,540None
Advisors Asset Management, Inc.2019-09-302026-08-193,973$211,602None
Advisors Asset Management, Inc.2019-06-302026-08-194,435$234,301None
Jacobs Equity LLC2026-06-302026-08-1812,558$587,840None
Strive Financial Group ,LLC2026-06-302026-08-184,617$216,122None
WNY Asset Management, LLC2026-06-302026-08-189,400$440,006None
Caitlin John, LLC2026-06-302026-08-184,477$209,568None
Corient Private Wealth LP2026-06-302026-08-1811,491$537,870None
FSA Advisors, Inc.2026-06-302026-08-184,668$218,465None

90-day public filing window, up to 50 source positions.

Alternative Investment Advisors, LLC. ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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