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 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 $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Diversified Portfolios Inc's VMBS Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.01% in Q1 2026, selling an estimated $283 and leaving 84,563 shares worth $3.97M. The position accounts for 0.33% of the portfolio, ranked #48.

Diversified Portfolios Inc first reported a position in VMBS in Q2 2022 and has held it in 7 quarters since. The position peaked at $6.03M in Q4 2024. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

Diversified Portfolios Inc held 84,563 shares of Vanguard Mortgage-Backed Securities ETF worth $3.97M as of Q1 2026.
Diversified Portfolios Inc sold 6 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $283.
Vanguard Mortgage-Backed Securities ETF made up 0.33% of Diversified Portfolios Inc's portfolio in Q1 2026, its #48 holding.
Diversified Portfolios Inc first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2022 and has held it in 7 quarters since.
Diversified Portfolios Inc's Vanguard Mortgage-Backed Securities ETF position peaked at $6.03M in Q4 2024.
705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.