Global Retirement Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.4M | Buy |
+29,957
| New | +$1.4M | 0.02% | 622 |
|
|
2025
Q4 | $1.5M | Buy |
31,807
+12,665
| +66% | +$597K | 0.03% | 525 |
|
|
2025
Q3 | $899K | Sell |
19,142
-3,296
| -15% | -$153K | 0.02% | 570 |
|
|
2025
Q2 | $1.04M | Buy |
+22,438
| New | +$1.03M | 0.03% | 506 |
|
|
2024
Q4 | $915K | Buy |
20,191
+2,108
| +12% | +$96.9K | 0.03% | 470 |
|
|
2024
Q3 | $854K | Buy |
18,083
+1,602
| +10% | +$74.6K | 0.03% | 479 |
|
|
2024
Q2 | $748K | Sell |
16,481
-12,034
| -42% | -$541K | 0.02% | 500 |
|
|
2024
Q1 | $1.3M | Sell |
28,515
-2,650
| -9% | -$121K | 0.05% | 315 |
|
|
2023
Q4 | $1.43M | Buy |
31,165
+799
| +3% | +$35.3K | 0.06% | 268 |
|
|
2023
Q3 | $1.31M | Sell |
30,366
-2,065
| -6% | -$93K | 0.07% | 261 |
|
|
2023
Q2 | $1.49M | Buy |
32,431
+55
| +0.2% | +$2.54K | 0.07% | 243 |
|
|
2023
Q1 | $1.52M | Buy |
32,376
+5,297
| +20% | +$246K | 0.08% | 239 |
|
|
2022
Q4 | $1.23M | Buy |
27,079
+1,696
| +7% | +$76.8K | 0.08% | 231 |
|
|
2022
Q3 | $1.13M | Buy |
25,383
+1,683
| +7% | +$80.1K | 0.09% | 234 |
|
|
2022
Q2 | $1.13M | Buy |
23,700
+70
| +0.3% | +$3.37K | 0.09% | 228 |
|
|
2022
Q1 | $1.15M | Buy |
+23,630
| New | +$1.21M | 0.09% | 229 |
|
|
2021
Q4 | – | Sell |
-20,053
| Closed | -$1.07M | – | 1751 |
|
|
2021
Q3 | $1.07M | Buy |
20,053
+272
| +1% | +$14.5K | 0.11% | 184 |
|
|
2021
Q2 | $1.06M | Buy |
19,781
+716
| +4% | +$38.3K | 0.11% | 184 |
|
|
2021
Q1 | $1.02M | Buy |
19,065
+831
| +5% | +$44.7K | 0.12% | 160 |
|
|
2020
Q4 | $986K | Buy |
18,234
+3,148
| +21% | +$170K | 0.12% | 158 |
|
|
2020
Q3 | $819K | Buy |
15,086
+4,940
| +49% | +$268K | 0.12% | 168 |
|
|
2020
Q2 | $552K | Buy |
10,146
+2,828
| +39% | +$154K | 0.09% | 204 |
|
|
2020
Q1 | $399K | Buy |
7,318
+2,001
| +38% | +$107K | 0.08% | 223 |
|
|
2019
Q4 | $283K | Buy |
5,317
+1,366
| +35% | +$72.7K | 0.04% | 318 |
|
|
2019
Q3 | $210K | Buy |
3,951
+628
| +19% | +$33.3K | 0.03% | 359 |
|
|
2019
Q2 | $176K | Buy |
3,323
+2,666
| +406% | +$139K | 0.03% | 359 |
|
|
2019
Q1 | $34K | Buy |
657
+45
| +7% | +$2.33K | 0.01% | 663 |
|
|
2018
Q4 | $32K | Sell |
612
-19
| -3% | -$964 | 0.01% | 618 |
|
|
2018
Q3 | $32K | Buy |
631
+74
| +13% | +$3.79K | 0.01% | 677 |
|
|
2018
Q2 | $29K | Buy |
557
+393
| +240% | +$20.1K | 0.01% | 691 |
|
|
2018
Q1 | $8K | Sell |
164
-443
| -73% | -$22.9K | ﹤0.01% | 1037 |
|
|
2017
Q4 | $32K | Hold |
607
| – | – | 0.01% | 618 |
|
|
2017
Q3 | $32K | Sell |
607
-94
| -13% | -$4.96K | 0.01% | 526 |
|
|
2017
Q2 | $37K | Hold |
701
| – | – | 0.02% | 475 |
|
|
2017
Q1 | $37K | Sell |
701
-2,888
| -80% | -$151K | 0.02% | 428 |
|
|
2016
Q4 | $188K | Buy |
+3,589
| New | +$190K | 0.13% | 151 |
|
Other funds holding VMBS
MG
Global Retirement Partners's VMBS Position: Q2 2026 in Review
Global Retirement Partners opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026: 29,957 shares worth $1.4M. The stake represents 0.02% of the portfolio and ranks #622 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VMBS as recently as Q4 2025.
Global Retirement Partners first reported a position in VMBS in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.52M in Q1 2023. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.
- Global Retirement Partners held 29,957 shares of Vanguard Mortgage-Backed Securities ETF worth $1.4M as of Q2 2026.
- Vanguard Mortgage-Backed Securities ETF was a new Global Retirement Partners position in Q2 2026.
- Vanguard Mortgage-Backed Securities ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #622 holding.
- Global Retirement Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2016 and has held it in 36 quarters since.
- Global Retirement Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $1.52M in Q1 2023.
- 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.