Center for Financial Planning’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Center for Financial Planning’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
2025 Q2	–	Sell	-9	Closed	-$417	–	718
2025 Q1	$417	Buy	+9	New	+$412	﹤0.01%	668
2023 Q3	–	Sell	-811	Closed	-$37.3K	–	576
2023 Q2	$37.3K	Buy	811 +803	+10,038%	+$37.2K	0.01%	265
2023 Q1	$373	Hold	8	–	–	﹤0.01%	508
2022 Q4	$364	Hold	8	–	–	﹤0.01%	516
2022 Q3	$0	Sell	8 -1,349	-99%	-$64.2K	﹤0.01%	687
2022 Q2	$65K	Sell	1,357 -2,602	-66%	-$125K	0.02%	199
2022 Q1	$198K	Buy	3,959 +1,370	+53%	+$70.3K	0.04%	133
2021 Q4	$137K	Sell	2,589 -762	-23%	-$40.4K	0.03%	152
2021 Q3	$179K	Hold	3,351	–	–	0.04%	134
2021 Q2	$179K	Hold	3,351	–	–	0.04%	137
2021 Q1	$179K	Hold	3,351	–	–	0.05%	131
2020 Q4	$181K	Hold	3,351	–	–	0.05%	120
2020 Q3	$182K	Hold	3,351	–	–	0.06%	117
2020 Q2	$182K	Buy	3,351 +2,084	+164%	+$113K	0.06%	115
2020 Q1	$69K	Sell	1,267 -1,484	-54%	-$79.3K	0.02%	156
2019 Q4	$146K	Buy	+2,751	New	+$146K	0.04%	116

Other funds holding VMBS

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

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

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

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

Center for Financial Planning's VMBS Position: Q2 2025 in Review

Center for Financial Planning sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2025, closing a stake of 9 shares — an estimated $417 sold.

Center for Financial Planning first reported a position in VMBS in Q4 2019 and held it in 16 quarters. The position peaked at $198K in Q1 2022. 625 funds tracked by Wall St. Rank hold VMBS as of Q2 2025.

Center for Financial Planning reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 9 Vanguard Mortgage-Backed Securities ETF shares in Q2 2025, an estimated $417.
Center for Financial Planning first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2019 and held it in 16 quarters.
Center for Financial Planning's Vanguard Mortgage-Backed Securities ETF position peaked at $198K in Q1 2022.
625 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.