Balboa Wealth Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Balboa Wealth Partners’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 Q2	$1.23M	Buy	26,186 +1,701	+7%	+$79.6K	0.17%	104
2026 Q1	$1.15M	Buy	24,485 +4,040	+20%	+$191K	0.19%	92
2025 Q4	$963K	Buy	20,445 +2,454	+14%	+$116K	0.16%	102
2025 Q3	$845K	Buy	17,991 +3,399	+23%	+$158K	0.15%	114
2025 Q2	$676K	Buy	14,592 +743	+5%	+$34K	0.14%	126
2025 Q1	$641K	Buy	13,849 +2,190	+19%	+$100K	0.15%	111
2024 Q4	$529K	Buy	11,659 +958	+9%	+$44.1K	0.12%	140
2024 Q3	$505K	Sell	10,701 -85	-0.8%	-$3.96K	0.13%	143
2024 Q2	$490K	Buy	+10,786	New	+$485K	0.13%	136

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Balboa Wealth Partners's VMBS Position: Q2 2026 in Review

Balboa Wealth Partners increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 6.9% in Q2 2026, buying an estimated $79.6K and bringing the position to 26,186 shares worth $1.23M. The position accounts for 0.17% of the portfolio, ranked #104.

Balboa Wealth Partners first reported a position in VMBS in Q2 2024 and has held it in 9 quarters since. 707 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Balboa Wealth Partners held 26,186 shares of Vanguard Mortgage-Backed Securities ETF worth $1.23M as of Q2 2026.
Balboa Wealth Partners bought 1,701 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $79.6K.
Vanguard Mortgage-Backed Securities ETF made up 0.17% of Balboa Wealth Partners's portfolio in Q2 2026, its #104 holding.
Balboa Wealth Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2024 and has held it in 9 quarters since.
707 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.