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

Jaffetilchin Investment 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
2026
Q1 		$22.4M Buy
477,418
+36,754
+8% +$1.74M 1.33% 20
2025
Q4 		$20.7M Buy
440,664
+7,873
+2% +$371K 1.21% 22
2025
Q3 		$20.3M Buy
432,791
+26,118
+6% +$1.21M 1.22% 22
2025
Q2 		$18.8M Buy
406,673
+1,583
+0.4% +$72.4K 1.23% 22
2025
Q1 		$18.8M Sell
405,090
-38,547
-9% -$1.76M 1.36% 21
2024
Q4 		$20.1M Buy
443,637
+18,867
+4% +$868K 1.46% 17
2024
Q3 		$20.1M Buy
424,770
+20,377
+5% +$949K 1.52% 16
2024
Q2 		$18.4M Buy
404,393
+12,495
+3% +$562K 1.57% 16
2024
Q1 		$17.9M Buy
391,898
+62,006
+19% +$2.83M 1.6% 15
2023
Q4 		$15.3M Sell
329,892
-60,531
-16% -$2.68M 1.49% 15
2023
Q3 		$17.1M Buy
390,423
+6,021
+2% +$271K 1.89% 12
2023
Q2 		$17.7M Buy
384,402
+92,029
+31% +$4.26M 1.86% 12
2023
Q1 		$13.6M Buy
+292,373
New +$13.6M 1.55% 12
2022
Q2 		– Sell
-9,287
Closed -$450K – 346
2022
Q1 		$450K Buy
+9,287
New +$477K 0.05% 201

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

Jaffetilchin Investment Partners's VMBS Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 8.3% in Q1 2026, buying an estimated $1.74M and bringing the position to 477,418 shares worth $22.4M. The position accounts for 1.33% of the portfolio, ranked #20.

Jaffetilchin Investment Partners first reported a position in VMBS in Q1 2022 and has held it in 14 quarters since. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Jaffetilchin Investment Partners held 477,418 shares of Vanguard Mortgage-Backed Securities ETF worth $22.4M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 36,754 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $1.74M.
  • Vanguard Mortgage-Backed Securities ETF made up 1.33% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #20 holding.
  • Jaffetilchin Investment Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2022 and has held it in 14 quarters since.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.