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Kerr Financial Planning’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Kerr Financial Planning’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
Q2 		$181K Hold
3,872
– – 0.2% 89
2026
Q1 		$182K Sell
3,872
-5,372
-58% -$254K 0.13% 82
2025
Q4 		$435K Buy
9,244
+4,622
+100% +$218K 0.59% 37
2025
Q3 		$217K Buy
+4,622
New +$215K 0.31% 69

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 22.96% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
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

Kerr Financial Planning's VMBS Position: Q2 2026 in Review

Kerr Financial Planning held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 3,872 shares worth $181K. The position accounts for 0.2% of the portfolio, ranked #89.

Kerr Financial Planning first reported a position in VMBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $435K in Q4 2025. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Kerr Financial Planning held 3,872 shares of Vanguard Mortgage-Backed Securities ETF worth $181K as of Q2 2026.
  • Kerr Financial Planning left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up 0.2% of Kerr Financial Planning's portfolio in Q2 2026, its #89 holding.
  • Kerr Financial Planning first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Vanguard Mortgage-Backed Securities ETF position peaked at $435K in Q4 2025.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.