Diversified Portfolios Inc’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Diversified Portfolios Inc’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	$4.47M	Buy	95,439 +10,876	+13%	+$509K	0.32%	49
2026 Q1	$3.97M	Sell	84,563 -6	-0%	-$283	0.33%	48
2025 Q4	$3.98M	Sell	84,569 -756	-0.9%	-$35.6K	0.33%	51
2025 Q3	$4.01M	Buy	85,325 +2,537	+3%	+$118K	0.35%	49
2025 Q2	$3.84M	Buy	82,788 +9,671	+13%	+$443K	0.37%	48
2025 Q1	$3.39M	Sell	73,117 -59,892	-45%	-$2.74M	0.36%	47
2024 Q4	$6.03M	Buy	+133,009	New	+$6.12M	0.66%	38
2022 Q3	–	Sell	-5,679	Closed	-$272K	–	139
2022 Q2	$272K	Buy	+5,679	New	+$273K	0.08%	104

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

Diversified Portfolios Inc's VMBS Position: Q2 2026 in Review

Diversified Portfolios Inc increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 13% in Q2 2026, buying an estimated $509K and bringing the position to 95,439 shares worth $4.47M. The position accounts for 0.32% of the portfolio, ranked #49.

Diversified Portfolios Inc first reported a position in VMBS in Q2 2022 and has held it in 8 quarters since. The position peaked at $6.03M in Q4 2024. 711 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Diversified Portfolios Inc held 95,439 shares of Vanguard Mortgage-Backed Securities ETF worth $4.47M as of Q2 2026.
Diversified Portfolios Inc bought 10,876 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $509K.
Vanguard Mortgage-Backed Securities ETF made up 0.32% of Diversified Portfolios Inc's portfolio in Q2 2026, its #49 holding.
Diversified Portfolios Inc first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2022 and has held it in 8 quarters since.
Diversified Portfolios Inc's Vanguard Mortgage-Backed Securities ETF position peaked at $6.03M in Q4 2024.
711 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.