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 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

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

Decker Retirement Planning's VMBS Position: Q2 2026 in Review

Decker Retirement Planning increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 4.2% in Q2 2026, buying an estimated $8.61K and bringing the position to 4,549 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #74.

Decker Retirement Planning first reported a position in VMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $395K in Q1 2025. 711 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Decker Retirement Planning held 4,549 shares of Vanguard Mortgage-Backed Securities ETF worth $213K as of Q2 2026.
Decker Retirement Planning bought 184 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $8.61K.
Vanguard Mortgage-Backed Securities ETF made up 0.07% of Decker Retirement Planning's portfolio in Q2 2026, its #74 holding.
Decker Retirement Planning first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 7 quarters since.
Decker Retirement Planning's Vanguard Mortgage-Backed Securities ETF position peaked at $395K in Q1 2025.
711 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.