Decker Retirement Planning’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Decker Retirement 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
2026 Q3	$244K	Buy	5,502 +953	+21%	+$43.8K	0.08%	63
2026 Q2	$213K	Buy	4,549 +184	+4%	+$8.61K	0.07%	74
2026 Q1	$205K	Sell	4,365 -274	-6%	-$12.9K	0.09%	69
2025 Q4	$218K	Sell	4,639 -323	-7%	-$15.2K	0.11%	70
2025 Q3	$233K	Buy	4,962 +180	+4%	+$8.36K	0.13%	77
2025 Q2	$222K	Sell	4,782 -3,751	-44%	-$172K	0.13%	61
2025 Q1	$395K	Buy	8,533 +16	+0.2%	+$732	0.25%	28
2024 Q4	$386K	Buy	+8,517	New	+$392K	0.22%	42

Other funds holding VMBS

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Decker Retirement Planning's VMBS Position: Q3 2026 in Review

Decker Retirement Planning increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 21% in Q3 2026, buying an estimated $43.8K and bringing the position to 5,502 shares worth $244K. The position accounts for 0.08% of the portfolio, ranked #63.

Decker Retirement Planning first reported a position in VMBS in Q4 2024 and has held it in 8 quarters since. The position peaked at $395K in Q1 2025. 612 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

Decker Retirement Planning held 5,502 shares of Vanguard Mortgage-Backed Securities ETF worth $244K as of Q3 2026.
Decker Retirement Planning bought 953 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $43.8K.
Vanguard Mortgage-Backed Securities ETF made up 0.08% of Decker Retirement Planning's portfolio in Q3 2026, its #63 holding.
Decker Retirement Planning first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 8 quarters since.
Decker Retirement Planning's Vanguard Mortgage-Backed Securities ETF position peaked at $395K in Q1 2025.
612 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.