Ignite Planners
VMBS icon

Ignite Planners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Ignite Planners’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
Q3 		$643K Sell
14,435
-272
-2% -$12.5K 0.08% 245
2026
Q2 		$688K Buy
14,707
+354
+2% +$16.6K 0.09% 211
2026
Q1 		$687K Sell
14,353
-201
-1% -$9.49K 0.11% 194
2025
Q4 		$688K Buy
14,554
+2,754
+23% +$130K 0.11% 194
2025
Q3 		$554K Sell
11,800
-311
-3% -$14.4K 0.09% 215
2025
Q2 		$556K Sell
12,111
-58
-0.5% -$2.65K 0.1% 202
2025
Q1 		$560K Buy
12,169
+965
+9% +$44.1K 0.11% 182
2024
Q4 		$507K Buy
11,204
+826
+8% +$38K 0.11% 176
2024
Q3 		$490K Buy
10,378
+708
+7% +$33K 0.11% 175
2024
Q2 		$440K Sell
9,670
-692
-7% -$31.1K 0.11% 170
2024
Q1 		$468K Sell
10,362
-264
-2% -$12K 0.13% 161
2023
Q4 		$490K Buy
10,626
+1,036
+11% +$45.8K 0.15% 155
2023
Q3 		$415K Buy
+9,590
New +$432K 0.13% 184
2023
Q2 		– Sell
-7,746
Closed -$360K – 267
2023
Q1 		$360K Buy
+7,746
New +$360K 0.15% 163
2022
Q4 		– Sell
-9,337
Closed -$423K – 256
2022
Q3 		$423K Sell
9,337
-395
-4% -$18.8K 0.34% 93
2022
Q2 		$464K Buy
+9,732
New +$469K 0.38% 80
2022
Q1 		– Sell
-12,275
Closed -$637K – 195
2021
Q4 		$637K Buy
+12,275
New +$651K 0.41% 72

Other funds holding VMBS

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Ignite Planners's VMBS Position: Q3 2026 in Review

Ignite Planners reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 1.8% in Q3 2026, selling an estimated $12.5K and leaving 14,435 shares worth $643K. The position accounts for 0.08% of the portfolio, ranked #245.

Ignite Planners first reported a position in VMBS in Q4 2021 and has held it in 17 quarters since. The position peaked at $688K in Q2 2026. 177 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Ignite Planners held 14,435 shares of Vanguard Mortgage-Backed Securities ETF worth $643K as of Q3 2026.
  • Ignite Planners sold 272 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $12.5K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.08% of Ignite Planners's portfolio in Q3 2026, its #245 holding.
  • Ignite Planners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2021 and has held it in 17 quarters since.
  • Ignite Planners's Vanguard Mortgage-Backed Securities ETF position peaked at $688K in Q2 2026.
  • 177 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.