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Chapman Financial Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Chapman Financial Group’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 		$1.44M Buy
30,605
+7,524
+33% +$355K 1.03% 23
2025
Q4 		$1.09M Buy
23,081
+1,590
+7% +$74.9K 0.74% 36
2025
Q3 		$1.01M Buy
21,491
+9,362
+77% +$435K 0.7% 42
2025
Q2 		$562K Buy
+12,129
New +$555K 0.48% 61
2024
Q4 		$2.54K Buy
+56
New +$2.58K ﹤0.01% 207

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Chapman Financial Group's VMBS Position: Q1 2026 in Review

Chapman Financial Group increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 33% in Q1 2026, buying an estimated $355K and bringing the position to 30,605 shares worth $1.44M. The position accounts for 1.03% of the portfolio, ranked #23.

Chapman Financial Group first reported a position in VMBS in Q4 2024 and has held it in 5 quarters since. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Chapman Financial Group held 30,605 shares of Vanguard Mortgage-Backed Securities ETF worth $1.44M as of Q1 2026.
  • Chapman Financial Group bought 7,524 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $355K.
  • Vanguard Mortgage-Backed Securities ETF made up 1.03% of Chapman Financial Group's portfolio in Q1 2026, its #23 holding.
  • Chapman Financial Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 5 quarters since.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.