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

Hilltop 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
Q2 		$7.3M Buy
155,925
+52,970
+51% +$2.48M 1.77% 17
2026
Q1 		$4.83M Buy
102,955
+3,969
+4% +$187K 1.24% 18
2025
Q4 		$4.66M Buy
98,986
+4,227
+4% +$199K 1.2% 17
2025
Q3 		$4.45M Buy
94,759
+351
+0.4% +$16.3K 1.33% 15
2025
Q2 		$4.37M Buy
94,408
+4,249
+5% +$194K 1.32% 16
2025
Q1 		$4.18M Buy
90,159
+6,223
+7% +$285K 1.41% 13
2024
Q4 		$3.81M Buy
83,936
+9,169
+12% +$422K 1.3% 13
2024
Q3 		$3.53M Buy
74,767
+2,503
+3% +$117K 1.19% 13
2024
Q2 		$3.28M Buy
72,264
+6,261
+9% +$282K 1.21% 15
2024
Q1 		$3.01M Buy
66,003
+2,388
+4% +$109K 1.08% 16
2023
Q4 		$2.95M Buy
63,615
+24,748
+64% +$1.09M 1.16% 17
2023
Q3 		$1.7M Sell
38,867
-4,086
-10% -$184K 0.72% 22
2023
Q2 		$1.98M Buy
42,953
+865
+2% +$40K 0.82% 21
2023
Q1 		$1.96M Buy
42,088
+25,100
+148% +$1.16M 0.88% 25
2022
Q4 		$773K Buy
+16,988
New +$769K 0.41% 24

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hilltop Partners's VMBS Position: Q2 2026 in Review

Hilltop Partners increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 51% in Q2 2026, buying an estimated $2.48M and bringing the position to 155,925 shares worth $7.3M. The position accounts for 1.77% of the portfolio, ranked #17.

Hilltop Partners first reported a position in VMBS in Q4 2022 and has held it in 15 quarters since. 709 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Hilltop Partners held 155,925 shares of Vanguard Mortgage-Backed Securities ETF worth $7.3M as of Q2 2026.
  • Hilltop Partners bought 52,970 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $2.48M.
  • Vanguard Mortgage-Backed Securities ETF made up 1.77% of Hilltop Partners's portfolio in Q2 2026, its #17 holding.
  • Hilltop Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2022 and has held it in 15 quarters since.
  • 709 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Hilltop Partners's 13F filing for Q2 2026, filed 5 Aug 2026.