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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
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

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

Ignite Planners's VMBS Position: Q2 2026 in Review

Ignite Planners increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 2.5% in Q2 2026, buying an estimated $16.6K and bringing the position to 14,707 shares worth $688K. The position accounts for 0.09% of the portfolio, ranked #211.

Ignite Planners first reported a position in VMBS in Q4 2021 and has held it in 16 quarters since. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Ignite Planners held 14,707 shares of Vanguard Mortgage-Backed Securities ETF worth $688K as of Q2 2026.
  • Ignite Planners bought 354 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $16.6K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.09% of Ignite Planners's portfolio in Q2 2026, its #211 holding.
  • Ignite Planners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2021 and has held it in 16 quarters since.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.