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

HUB Investment 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	$302K	Hold	6,460	–	–	0.01%	984
2026 Q1	$303K	Hold	6,460	–	–	0.01%	805
2025 Q4	$304K	Hold	6,460	–	–	0.01%	664
2025 Q3	$303K	Sell	6,460 -526	-8%	-$24.4K	0.01%	542
2025 Q2	$324K	Buy	6,986 +335	+5%	+$15.3K	0.01%	494
2025 Q1	$308K	Buy	6,651 +1,169	+21%	+$53.5K	0.01%	441
2024 Q4	$249K	Sell	5,482 -68	-1%	-$3.13K	0.01%	443
2024 Q3	$262K	Sell	5,550 -429	-7%	-$20K	0.01%	413
2024 Q2	$271K	Buy	5,979 +321	+6%	+$14.4K	0.01%	379
2024 Q1	$258K	Sell	5,658 -1,808	-24%	-$82.4K	0.01%	388
2023 Q4	$346K	Buy	7,466 +2,566	+52%	+$113K	0.02%	288
2023 Q3	$215K	Hold	4,900	–	–	0.03%	237
2023 Q2	$225K	Buy	4,900 +26	+0.5%	+$1.2K	0.04%	224
2023 Q1	$227K	Buy	+4,874	New	+$226K	0.05%	195

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HUB Investment Partners's VMBS Position: Q2 2026 in Review

HUB Investment Partners held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 6,460 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #984.

HUB Investment Partners first reported a position in VMBS in Q1 2023 and has held it in 14 quarters since. The position peaked at $346K in Q4 2023. 714 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

HUB Investment Partners held 6,460 shares of Vanguard Mortgage-Backed Securities ETF worth $302K as of Q2 2026.
HUB Investment Partners left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #984 holding.
HUB Investment Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2023 and has held it in 14 quarters since.
HUB Investment Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $346K in Q4 2023.
714 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.