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Capital Insight Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Capital Insight 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
Q1 		– Sell
-347,920
Closed -$16.4M – 112
2025
Q4 		$16.4M Buy
347,920
+11,193
+3% +$527K 3.47% 3
2025
Q3 		$15.8M Sell
336,727
-3,778
-1% -$175K 2.62% 7
2025
Q2 		$15.8M Sell
340,505
-37,665
-10% -$1.72M 2.74% 5
2025
Q1 		$17.5M Buy
378,170
+16,447
+5% +$752K 3.06% 5
2024
Q4 		$16.4M Buy
361,723
+23,353
+7% +$1.07M 2.83% 5
2024
Q3 		$16M Buy
338,370
+195,635
+137% +$9.11M 2.8% 6
2024
Q2 		$6.48M Buy
+142,735
New +$6.42M 1.22% 21
2022
Q3 		– Sell
-4,951
Closed -$237K – 153
2022
Q2 		$237K Sell
4,951
-3,428
-41% -$165K 0.06% 149
2022
Q1 		$420K Sell
8,379
-9,762
-54% -$501K 0.09% 136
2021
Q4 		$959K Sell
18,141
-34,823
-66% -$1.85M 0.2% 112
2021
Q3 		$2.82M Sell
52,964
-20,636
-28% -$1.1M 0.61% 58
2021
Q2 		$3.93M Sell
73,600
-2,999
-4% -$160K 0.89% 34
2021
Q1 		$4.09M Sell
76,599
-1,462
-2% -$78.7K 0.99% 29
2020
Q4 		$4.22M Sell
78,061
-291
-0.4% -$15.7K 1.06% 26
2020
Q3 		$4.25M Sell
78,352
-60
-0.1% -$3.26K 1.2% 20
2020
Q2 		$4.26M Buy
+78,412
New +$4.27M 1.34% 15

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Insight Partners's VMBS Position: Q1 2026 in Review

Capital Insight Partners sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2026, closing a stake of 347,920 shares — an estimated $16.4M sold.

Capital Insight Partners first reported a position in VMBS in Q2 2020 and held it in 16 quarters. The position peaked at $17.5M in Q1 2025. 710 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Capital Insight Partners reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 347,920 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $16.4M.
  • Capital Insight Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2020 and held it in 16 quarters.
  • Capital Insight Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $17.5M in Q1 2025.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.