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

Investment Research 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
2025
Q4 		– Sell
-8,827
Closed -$416K – 244
2025
Q3 		$416K Buy
+8,827
New +$410K 0.19% 128

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Investment Research Partners's VMBS Position: Q4 2025 in Review

Investment Research Partners sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2025, closing a stake of 8,827 shares — an estimated $416K sold.

Investment Research Partners first reported a position in VMBS in Q3 2025 and held it in 1 quarter. The position peaked at $416K in Q3 2025. 689 funds tracked by Wall St. Rank hold VMBS as of Q4 2025.

  • Investment Research Partners reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Investment Research Partners sold 8,827 Vanguard Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $416K.
  • Investment Research Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2025 and held it in 1 quarter.
  • Investment Research Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $416K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2025.

Based on Investment Research Partners's 13F filing for Q4 2025, filed 12 Feb 2026.