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Hexagon Capital Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Hexagon Capital Partners’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 		$586K Buy
12,472
+225
+2% +$10.6K 0.09% 99
2025
Q4 		$577K Buy
12,247
+444
+4% +$20.9K 0.11% 58
2025
Q3 		$554K Buy
11,803
+52
+0.4% +$2.41K 0.11% 61
2025
Q2 		$545K Buy
11,751
+3,469
+42% +$159K 0.12% 55
2025
Q1 		$384K Buy
8,282
+461
+6% +$21.1K 0.07% 128
2024
Q4 		$355K Buy
7,821
+1,774
+29% +$81.6K 0.06% 135
2024
Q3 		$285K Sell
6,047
-783
-11% -$36.5K 0.06% 160
2024
Q2 		$310K Buy
6,830
+3,398
+99% +$153K 0.07% 140
2024
Q1 		$157K Buy
3,432
+783
+30% +$35.7K 0.03% 233
2023
Q4 		$123K Buy
2,649
+388
+17% +$17.2K 0.03% 262
2023
Q3 		$99K Buy
2,261
+2,256
+45,120% +$102K 0.03% 261
2023
Q2 		$230 Hold
5
– – ﹤0.01% 1337
2023
Q1 		$233 Hold
5
– – ﹤0.01% 1347
2022
Q4 		$228 Hold
5
– – ﹤0.01% 1372
2022
Q3 		$0 Sell
5
-111
-96% -$5.28K ﹤0.01% 1448
2022
Q2 		$6K Sell
116
-22
-16% -$1.06K ﹤0.01% 782
2022
Q1 		$7K Buy
138
+22
+19% +$1.13K ﹤0.01% 678
2021
Q4 		$6K Sell
116
-298
-72% -$15.8K ﹤0.01% 661
2021
Q3 		$22K Hold
414
– – 0.01% 485
2021
Q2 		$22K Buy
414
+299
+260% +$16K 0.01% 460
2021
Q1 		$6K Sell
115
-12
-9% -$646 ﹤0.01% 582
2020
Q4 		$6K Hold
127
– – ﹤0.01% 545
2020
Q3 		$6K Buy
+127
New +$6.9K ﹤0.01% 519

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hexagon Capital Partners's VMBS Position: Q1 2026 in Review

Hexagon Capital Partners increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 1.8% in Q1 2026, buying an estimated $10.6K and bringing the position to 12,472 shares worth $586K. The position accounts for 0.09% of the portfolio, ranked #99.

Hexagon Capital Partners first reported a position in VMBS in Q3 2020 and has held it in 23 quarters since. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Hexagon Capital Partners held 12,472 shares of Vanguard Mortgage-Backed Securities ETF worth $586K as of Q1 2026.
  • Hexagon Capital Partners bought 225 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $10.6K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.09% of Hexagon Capital Partners's portfolio in Q1 2026, its #99 holding.
  • Hexagon Capital Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2020 and has held it in 23 quarters since.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Hexagon Capital Partners's 13F filing for Q1 2026, filed 5 May 2026.