Econ Financial Services
VMBS icon

Econ Financial Services’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Econ Financial Services’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 		– Sell
-7,152
Closed -$335K – 115
2026
Q2 		$335K Buy
7,152
+103
+1% +$4.82K 0.16% 67
2026
Q1 		$331K Buy
+7,049
New +$333K 0.15% 71

Other funds holding VMBS

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Econ Financial Services's VMBS Position: Q3 2026 in Review

Econ Financial Services sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2026, closing a stake of 7,152 shares — an estimated $335K sold.

Econ Financial Services first reported a position in VMBS in Q1 2026 and held it in 2 quarters. The position peaked at $335K in Q2 2026. 565 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Econ Financial Services reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2026 after selling out during the quarter.
  • Econ Financial Services sold 7,152 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $335K.
  • Econ Financial Services first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2026 and held it in 2 quarters.
  • Econ Financial Services's Vanguard Mortgage-Backed Securities ETF position peaked at $335K in Q2 2026.
  • 565 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.