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Inspire Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Inspire Advisors’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 		$1.51M Buy
32,104
+5,557
+21% +$262K 0.12% 132
2025
Q4 		$1.25M Buy
26,547
+3,852
+17% +$181K 0.12% 129
2025
Q3 		$1.07M Buy
22,695
+4,020
+22% +$187K 0.1% 159
2025
Q2 		$865K Buy
18,675
+3,162
+20% +$145K 0.09% 167
2025
Q1 		$718K Buy
15,513
+754
+5% +$34.5K 0.08% 162
2024
Q4 		$669K Sell
14,759
-1,113
-7% -$51.2K 0.08% 169
2024
Q3 		$749K Buy
15,872
+2,975
+23% +$139K 0.09% 143
2024
Q2 		$586K Sell
12,897
-1,864
-13% -$83.8K 0.08% 173
2024
Q1 		$673K Buy
14,761
+3,986
+37% +$182K 0.09% 150
2023
Q4 		$500K Sell
10,775
-2,390
-18% -$106K 0.08% 179
2023
Q3 		$576K Sell
13,165
-1,267
-9% -$57.1K 0.1% 116
2023
Q2 		$664K Sell
14,432
-15,273
-51% -$707K 0.13% 88
2023
Q1 		$1.38M Buy
29,705
+1,141
+4% +$53K 0.32% 16
2022
Q4 		$1.3M Sell
28,564
-1,310
-4% -$59.3K 0.33% 14
2022
Q3 		$1.35M Buy
29,874
+834
+3% +$39.7K 0.37% 15
2022
Q2 		$1.39M Buy
29,040
+19,698
+211% +$949K 0.39% 15
2022
Q1 		$468K Sell
9,342
-357
-4% -$18.3K 0.13% 33
2021
Q4 		$512K Sell
9,699
-2,661
-22% -$141K 0.15% 22
2021
Q3 		$659K Buy
12,360
+978
+9% +$52.3K 0.21% 19
2021
Q2 		$607K Sell
11,382
-519
-4% -$27.8K 0.2% 23
2021
Q1 		$635K Sell
11,901
-6,456
-35% -$347K 0.23% 20
2020
Q4 		$993K Buy
+18,357
New +$993K 0.37% 13

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

Inspire Advisors's VMBS Position: Q1 2026 in Review

Inspire Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 21% in Q1 2026, buying an estimated $262K and bringing the position to 32,104 shares worth $1.51M. The position accounts for 0.12% of the portfolio, ranked #132.

Inspire Advisors first reported a position in VMBS in Q4 2020 and has held it in 22 quarters since. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Inspire Advisors held 32,104 shares of Vanguard Mortgage-Backed Securities ETF worth $1.51M as of Q1 2026.
  • Inspire Advisors bought 5,557 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $262K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.12% of Inspire Advisors's portfolio in Q1 2026, its #132 holding.
  • Inspire Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2020 and has held it in 22 quarters since.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.