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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Keystone Global Partners's VMBS Position: Q2 2026 in Review

Keystone Global Partners reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 37% in Q2 2026, selling an estimated $1.45M and leaving 52,490 shares worth $2.46M. The position accounts for 0.93% of the portfolio, ranked #27.

Keystone Global Partners first reported a position in VMBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.38M in Q2 2025. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Keystone Global Partners held 52,490 shares of Vanguard Mortgage-Backed Securities ETF worth $2.46M as of Q2 2026.
Keystone Global Partners sold 30,907 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.45M.
Vanguard Mortgage-Backed Securities ETF made up 0.93% of Keystone Global Partners's portfolio in Q2 2026, its #27 holding.
Keystone Global Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2025 and has held it in 6 quarters since.
Keystone Global Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $8.38M in Q2 2025.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Keystone Global Partners's 13F filing for Q2 2026, filed 16 Jul 2026.