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 Q3	$1.41M	Buy	31,830 +25	+0.1%	+$1.15K	0.93%	24
2026 Q2	$1.49M	Buy	31,805 +1,200	+4%	+$56.2K	0.99%	23
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 New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Chapman Financial Group's VMBS Position: Q3 2026 in Review

Chapman Financial Group increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.08% in Q3 2026, buying an estimated $1.15K and bringing the position to 31,830 shares worth $1.41M. The position accounts for 0.93% of the portfolio, ranked #24.

Chapman Financial Group first reported a position in VMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q2 2026. 407 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

Chapman Financial Group held 31,830 shares of Vanguard Mortgage-Backed Securities ETF worth $1.41M as of Q3 2026.
Chapman Financial Group bought 25 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $1.15K.
Vanguard Mortgage-Backed Securities ETF made up 0.93% of Chapman Financial Group's portfolio in Q3 2026, its #24 holding.
Chapman Financial Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 7 quarters since.
Chapman Financial Group's Vanguard Mortgage-Backed Securities ETF position peaked at $1.49M in Q2 2026.
407 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.