Superior Planning, LLC’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Superior Planning, LLC’s Portfolio VMBS Stock Details VMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$138K	Buy	+3,107	New	+$143K	0.06%	198

Other funds holding VMBS

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Superior Planning, LLC's VMBS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2026: 3,107 shares worth $138K. The stake represents 0.06% of the portfolio and ranks #198 among its holdings.

533 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

Superior Planning, LLC held 3,107 shares of Vanguard Mortgage-Backed Securities ETF worth $138K as of Q3 2026.
Vanguard Mortgage-Backed Securities ETF was a new Superior Planning, LLC position in Q3 2026.
Vanguard Mortgage-Backed Securities ETF made up 0.06% of Superior Planning, LLC's portfolio in Q3 2026, its #198 holding.
533 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.