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Intelligence Driven Advisers’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Intelligence Driven Advisers’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 		$21.2M Sell
478,271
-17,650
-4% -$811K 3.67% 7
2026
Q2 		$23.2M Buy
495,921
+21,994
+5% +$1.03M 3.77% 7
2026
Q1 		$22.3M Sell
473,927
-25,646
-5% -$1.21M 3.88% 8
2025
Q4 		$23.5M Sell
499,573
-40,082
-7% -$1.89M 3.36% 9
2025
Q3 		$25.3M Buy
539,655
+36,404
+7% +$1.69M 3.51% 10
2025
Q2 		$23.3M Sell
503,251
-4,898
-1% -$224K 3.52% 11
2025
Q1 		$23.5M Sell
508,149
-24,084
-5% -$1.1M 4.53% 8
2024
Q4 		$24.1M Sell
532,233
-93,796
-15% -$4.31M 4.54% 8
2024
Q3 		$29.6M Buy
+626,029
New +$29.2M 4.22% 9
2023
Q3 		– Sell
-6,600
Closed -$298K – 99
2023
Q2 		$298K Sell
6,600
-22,749
-78% -$1.05M 0.05% 71
2023
Q1 		$1.38M Sell
29,349
-3,597
-11% -$167K 0.25% 40
2022
Q4 		$1.53M Sell
32,946
-1,006
-3% -$45.6K 0.28% 40
2022
Q3 		$1.52M Sell
33,952
-13,370
-28% -$636K 0.31% 52
2022
Q2 		$2.26M Sell
47,322
-6,697
-12% -$323K 0.44% 46
2022
Q1 		$2.66M Sell
54,019
-5,188
-9% -$266K 0.49% 41
2021
Q4 		$3.09M Buy
+59,207
New +$3.14M 0.57% 35
2021
Q3 		– Sell
-63,489
Closed -$3.39M – 89
2021
Q2 		$3.39M Buy
63,489
+11,483
+22% +$614K 0.66% 32
2021
Q1 		$2.78M Sell
52,006
-284
-0.5% -$15.3K 0.62% 31
2020
Q4 		$2.83M Buy
+52,290
New +$2.83M 0.63% 32

Other funds holding VMBS

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Intelligence Driven Advisers's VMBS Position: Q3 2026 in Review

Intelligence Driven Advisers reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 3.6% in Q3 2026, selling an estimated $811K and leaving 478,271 shares worth $21.2M. The position accounts for 3.67% of the portfolio, ranked #7.

Intelligence Driven Advisers first reported a position in VMBS in Q4 2020 and has held it in 19 quarters since. The position peaked at $29.6M in Q3 2024. 39 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Intelligence Driven Advisers held 478,271 shares of Vanguard Mortgage-Backed Securities ETF worth $21.2M as of Q3 2026.
  • Intelligence Driven Advisers sold 17,650 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $811K.
  • Vanguard Mortgage-Backed Securities ETF made up 3.67% of Intelligence Driven Advisers's portfolio in Q3 2026, its #7 holding.
  • Intelligence Driven Advisers first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2020 and has held it in 19 quarters since.
  • Intelligence Driven Advisers's Vanguard Mortgage-Backed Securities ETF position peaked at $29.6M in Q3 2024.
  • 39 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.