Ken Fisher’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$434K Buy
9,252
+647
+8% +$30.5K ﹤0.01% 817
2025
Q4
$405K Sell
8,605
-12,065
-58% -$568K ﹤0.01% 817
2025
Q3
$971K Sell
20,670
-71,812
-78% -$3.33M ﹤0.01% 693
2025
Q2
$4.29M Sell
92,482
-10,809
-10% -$495K ﹤0.01% 497
2025
Q1
$4.78M Sell
103,291
-1,451
-1% -$66.3K ﹤0.01% 492
2024
Q4
$4.75M Buy
104,742
+26,648
+34% +$1.23M ﹤0.01% 500
2024
Q3
$3.69M Buy
78,094
+229
+0.3% +$10.7K ﹤0.01% 518
2024
Q2
$3.54M Buy
77,865
+42,819
+122% +$1.93M ﹤0.01% 523
2024
Q1
$1.6M Buy
35,046
+24,868
+244% +$1.13M ﹤0.01% 630
2023
Q4
$472K Buy
10,178
+1,580
+18% +$69.8K ﹤0.01% 786
2023
Q3
$376K Sell
8,598
-5,612
-39% -$253K ﹤0.01% 890
2023
Q2
$654K Buy
14,210
+8,570
+152% +$396K ﹤0.01% 839
2023
Q1
$263K Buy
5,640
+683
+14% +$31.7K ﹤0.01% 936
2022
Q4
$226K Sell
4,957
-2,475
-33% -$112K ﹤0.01% 961
2022
Q3
$335K Buy
+7,432
New +$354K ﹤0.01% 808
2022
Q2
Sell
-11,064
Closed -$554K 995
2022
Q1
$554K Sell
11,064
-7,301
-40% -$375K ﹤0.01% 716
2021
Q4
$970K Sell
18,365
-4,351
-19% -$231K ﹤0.01% 650
2021
Q3
$1.21M Sell
22,716
-20,320
-47% -$1.09M ﹤0.01% 589
2021
Q2
$2.3M Sell
43,036
-218,228
-84% -$11.7M ﹤0.01% 509
2021
Q1
$13.9M Sell
261,264
-1,445,415
-85% -$77.8M 0.01% 338
2020
Q4
$92.3M Buy
1,706,679
+9,135
+0.5% +$494K 0.07% 169
2020
Q3
$92.1M Sell
1,697,544
-14,651
-0.9% -$796K 0.08% 152
2020
Q2
$93.1M Sell
1,712,195
-24,128
-1% -$1.31M 0.09% 142
2020
Q1
$94.6M Sell
1,736,323
-37,117
-2% -$1.98M 0.12% 123
2019
Q4
$94.3M Sell
1,773,440
-36,766
-2% -$1.96M 0.1% 135
2019
Q3
$96.4M Sell
1,810,206
-7,122
-0.4% -$378K 0.11% 132
2019
Q2
$96M Sell
1,817,328
-13,571
-0.7% -$710K 0.11% 127
2019
Q1
$95.9M Sell
1,830,899
-24,232
-1% -$1.25M 0.11% 126
2018
Q4
$95.5M Buy
1,855,131
+183,544
+11% +$9.32M 0.13% 114
2018
Q3
$85.3M Buy
1,671,587
+1,601,407
+2,282% +$82.1M 0.1% 141
2018
Q2
$3.61M Buy
70,180
+8,717
+14% +$447K ﹤0.01% 474
2018
Q1
$3.17M Buy
61,463
+5,347
+10% +$276K ﹤0.01% 479
2017
Q4
$2.94M Buy
+56,116
New +$2.95M ﹤0.01% 488

Other funds holding VMBS

Ken Fisher's VMBS Position: Q1 2026 in Review

Ken Fisher increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 7.5% in Q1 2026, buying an estimated $30.5K and bringing the position to 9,252 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Ken Fisher first reported a position in VMBS in Q4 2017 and has held it in 33 quarters since. The position peaked at $96.4M in Q3 2019. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Ken Fisher held 9,252 shares of Vanguard Mortgage-Backed Securities ETF worth $434K as of Q1 2026.
  • Ken Fisher bought 647 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $30.5K.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #817 holding.
  • Ken Fisher first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2017 and has held it in 33 quarters since.
  • Ken Fisher's Vanguard Mortgage-Backed Securities ETF position peaked at $96.4M in Q3 2019.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.