Financial Plan Inc’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Financial Plan 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	$878K	Buy	+18,704	New	+$883K	0.09%	50

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $609B AUM 40.19% 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 $445B AUM 25.58% 1-Year Est. Return

Financial Plan Inc's VMBS Position: Q1 2026 in Review

Financial Plan Inc opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2026: 18,704 shares worth $878K. The stake represents 0.09% of the portfolio and ranks #50 among its holdings.

707 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

Financial Plan Inc held 18,704 shares of Vanguard Mortgage-Backed Securities ETF worth $878K as of Q1 2026.
Vanguard Mortgage-Backed Securities ETF was a new Financial Plan Inc position in Q1 2026.
Vanguard Mortgage-Backed Securities ETF made up 0.09% of Financial Plan Inc's portfolio in Q1 2026, its #50 holding.
707 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.