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Investors Research Corp’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Investors Research Corp’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 		– Sell
-853
Closed -$40.2K – 947
2025
Q4 		$40.2K Buy
853
+140
+20% +$6.59K 0.01% 462
2025
Q3 		$33.5K Sell
713
-13
-2% -$604 0.01% 483
2025
Q2 		$33.6K Buy
726
+13
+2% +$595 0.01% 511
2025
Q1 		$33K Sell
713
-31
-4% -$1.42K 0.01% 511
2024
Q4 		$33.7K Hold
744
– – 0.01% 521
2024
Q3 		$35.1K Hold
744
– – 0.01% 528
2024
Q2 		$33.8K Hold
744
– – 0.01% 549
2024
Q1 		$33.9K Buy
744
+50
+7% +$2.28K 0.01% 546
2023
Q4 		$32.2K Sell
694
-233
-25% -$10.3K 0.01% 568
2023
Q3 		$40.6K Sell
927
-3
-0.3% -$135 0.01% 544
2023
Q2 		$42.8K Sell
930
-338
-27% -$15.6K 0.01% 529
2023
Q1 		$59K Buy
1,268
+34
+3% +$1.58K 0.02% 499
2022
Q4 		$56.2K Buy
1,234
+279
+29% +$12.6K 0.02% 500
2022
Q3 		$43K Hold
955
– – 0.01% 523
2022
Q2 		$46K Hold
955
– – 0.01% 518
2022
Q1 		$48K Hold
955
– – 0.01% 532
2021
Q4 		$50K Hold
955
– – 0.02% 522
2021
Q3 		$51K Buy
955
+177
+23% +$9.46K 0.02% 518
2021
Q2 		$42K Hold
778
– – 0.01% 553
2021
Q1 		$42K Buy
778
+77
+11% +$4.14K 0.02% 549
2020
Q4 		$38K Buy
701
+261
+59% +$14.1K 0.02% 594
2020
Q3 		$24K Buy
+440
New +$23.9K 0.01% 649

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 22.9% 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
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
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
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

Investors Research Corp's VMBS Position: Q1 2026 in Review

Investors Research Corp sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2026, closing a stake of 853 shares — an estimated $40.2K sold.

Investors Research Corp first reported a position in VMBS in Q3 2020 and held it in 22 quarters. The position peaked at $59K in Q1 2023. 712 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Investors Research Corp reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Investors Research Corp sold 853 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $40.2K.
  • Investors Research Corp first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2020 and held it in 22 quarters.
  • Investors Research Corp's Vanguard Mortgage-Backed Securities ETF position peaked at $59K in Q1 2023.
  • 712 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.