Keystone Global Partners
VMBS icon

Keystone Global Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Keystone Global 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
Q3 		$991K Sell
22,322
-30,168
-57% -$1.39M 0.36% 38
2026
Q2 		$2.46M Sell
52,490
-30,907
-37% -$1.45M 0.93% 27
2026
Q1 		$3.92M Sell
83,397
-23,037
-22% -$1.09M 1.74% 19
2025
Q4 		$5.01M Sell
106,434
-56,272
-35% -$2.65M 2.2% 17
2025
Q3 		$7.64M Sell
162,706
-18,031
-10% -$837K 3.89% 10
2025
Q2 		$8.38M Buy
180,737
+40,078
+28% +$1.83M 4.56% 5
2025
Q1 		$6.51M Buy
+140,659
New +$6.43M 4.57% 6

Other funds holding VMBS

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Keystone Global Partners's VMBS Position: Q3 2026 in Review

Keystone Global Partners reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 57% in Q3 2026, selling an estimated $1.39M and leaving 22,322 shares worth $991K. The position accounts for 0.36% of the portfolio, ranked #38.

Keystone Global Partners first reported a position in VMBS in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.38M in Q2 2025. 180 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Keystone Global Partners held 22,322 shares of Vanguard Mortgage-Backed Securities ETF worth $991K as of Q3 2026.
  • Keystone Global Partners sold 30,168 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $1.39M.
  • Vanguard Mortgage-Backed Securities ETF made up 0.36% of Keystone Global Partners's portfolio in Q3 2026, its #38 holding.
  • Keystone Global Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2025 and has held it in 7 quarters since.
  • Keystone Global Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $8.38M in Q2 2025.
  • 180 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.