Birchbrook
VMBS icon

Birchbrook’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Birchbrook’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 		$1.33K Hold
30
– – ﹤0.01% 263
2026
Q2 		$1.4K Buy
+30
New +$1.4K ﹤0.01% 274

Other funds holding VMBS

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Bell Investment Advisors
Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Birchbrook's VMBS Position: Q3 2026 in Review

Birchbrook held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q3 2026 at 30 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Birchbrook first reported a position in VMBS in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.4K in Q2 2026. 276 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Birchbrook held 30 shares of Vanguard Mortgage-Backed Securities ETF worth $1.33K as of Q3 2026.
  • Birchbrook left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q3 2026.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #263 holding.
  • Birchbrook first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2026 and has held it in 2 quarters since.
  • Birchbrook's Vanguard Mortgage-Backed Securities ETF position peaked at $1.4K in Q2 2026.
  • 276 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.