Cornerstone Planning Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Cornerstone Planning 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 Q2	$404K	Sell	8,750 -181	-2%	-$8.47K	0.05%	119
2026 Q1	$417K	Buy	8,931 +1,086	+14%	+$51.3K	0.06%	107
2025 Q4	$371K	Buy	7,845 +2,577	+49%	+$121K	0.06%	100
2025 Q3	$3.29M	Buy	5,268 +2,957	+128%	+$137K	0.53%	32
2025 Q2	$107K	Sell	2,311 -1,081	-32%	-$49.5K	0.02%	130
2025 Q1	$155K	Buy	3,392 +1,127	+50%	+$51.5K	0.04%	104
2024 Q4	$103K	Sell	2,265 -511	-18%	-$23.5K	0.03%	111
2024 Q3	$128K	Sell	2,776 -1,943	-41%	-$90.5K	0.03%	98
2024 Q2	$221K	Sell	4,719 -741	-14%	-$33.3K	0.06%	72
2024 Q1	$244K	Sell	5,460 -2,011	-27%	-$91.7K	0.08%	67
2023 Q4	$346K	Sell	7,471 -2,709	-27%	-$120K	0.11%	55
2023 Q3	$446K	Sell	10,180 -1,115	-10%	-$50.2K	0.17%	47
2023 Q2	$519K	Buy	+11,295	New	+$523K	0.21%	49
2022 Q4	$720K	Buy	+15,240	New	+$690K	0.3%	46

Other funds holding VMBS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

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

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

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

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

Cornerstone Planning Group's VMBS Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 2% in Q2 2026, selling an estimated $8.47K and leaving 8,750 shares worth $404K. The position accounts for 0.05% of the portfolio, ranked #119.

Cornerstone Planning Group first reported a position in VMBS in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.29M in Q3 2025. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Cornerstone Planning Group held 8,750 shares of Vanguard Mortgage-Backed Securities ETF worth $404K as of Q2 2026.
Cornerstone Planning Group sold 181 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $8.47K.
Vanguard Mortgage-Backed Securities ETF made up 0.05% of Cornerstone Planning Group's portfolio in Q2 2026, its #119 holding.
Cornerstone Planning Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Vanguard Mortgage-Backed Securities ETF position peaked at $3.29M in Q3 2025.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.