Destiny Wealth Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Destiny Wealth Partners’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	–	Sell	-145,153	Closed	-$6.81M	–	1062
2026 Q1	$6.81M	Sell	145,153 -48	-0%	-$2.27K	0.75%	43
2025 Q4	$6.87M	Buy	+145,201	New	+$6.84M	0.79%	41
2023 Q1	–	Sell	-1,241	Closed	-$56.5K	–	638
2022 Q4	$56.5K	Sell	1,241 -63	-5%	-$2.85K	0.01%	281
2022 Q3	$59K	Hold	1,304	–	–	0.01%	263
2022 Q2	$62K	Sell	1,304 -737	-36%	-$35.5K	0.01%	264
2022 Q1	$102K	Sell	2,041 -124,878	-98%	-$6.41M	0.02%	237
2021 Q4	$6.71M	Sell	126,919 -4,821	-4%	-$256K	1.29%	29
2021 Q3	$7.02M	Sell	131,740 -23,687	-15%	-$1.27M	1.41%	24
2021 Q2	$8.29M	Sell	155,427 -8,805	-5%	-$471K	1.59%	20
2021 Q1	$8.77M	Sell	164,232 -1,831	-1%	-$98.5K	1.83%	13
2020 Q4	$8.98M	Buy	+166,063	New	+$8.98M	1.87%	11

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

Destiny Wealth Partners's VMBS Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026, closing a stake of 145,153 shares — an estimated $6.81M sold.

Destiny Wealth Partners first reported a position in VMBS in Q4 2020 and held it in 11 quarters. The position peaked at $8.98M in Q4 2020. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Destiny Wealth Partners reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 145,153 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $6.81M.
Destiny Wealth Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2020 and held it in 11 quarters.
Destiny Wealth Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $8.98M in Q4 2020.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.