Kovitz Investment Group Partners
VMBS icon

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

Kovitz Investment Group 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
2025
Q4 		– Sell
-2,271,932
Closed -$107M – 1293
2025
Q3 		$107M Sell
2,271,932
-27,925
-1% -$1.3M 0.42% 60
2025
Q2 		$107M Buy
2,299,857
+38,999
+2% +$1.78M 0.46% 60
2025
Q1 		$105M Buy
2,260,858
+146,557
+7% +$6.7M 0.53% 52
2024
Q4 		$95.9M Buy
2,114,301
+78,267
+4% +$3.6M 0.47% 60
2024
Q3 		$95.9M Buy
2,036,034
+1,846,939
+977% +$86M 0.68% 41
2024
Q2 		$8.58M Buy
189,095
+8,073
+4% +$363K 0.07% 198
2024
Q1 		$8.26M Buy
181,022
+39,874
+28% +$1.82M 0.1% 143
2023
Q4 		$6.54M Buy
141,148
+31,248
+28% +$1.38M 0.11% 113
2023
Q3 		$4.81M Buy
109,900
+21,323
+24% +$961K 0.09% 145
2023
Q2 		$4.07M Buy
88,577
+312
+0.4% +$14.4K 0.06% 178
2023
Q1 		$4.11M Sell
88,265
-253
-0.3% -$11.7K 0.07% 173
2022
Q4 		$4.03M Sell
88,518
-4,035
-4% -$183K 0.08% 184
2022
Q3 		$4.17M Sell
92,553
-1,138
-1% -$54.2K 0.1% 162
2022
Q2 		$4.48M Sell
93,691
-8,702
-8% -$419K 0.1% 163
2022
Q1 		$5.13M Sell
102,393
-23,759
-19% -$1.22M 0.1% 156
2021
Q4 		$6.82M Buy
126,152
+39,513
+46% +$2.09M 0.16% 93
2021
Q3 		$4.62M Sell
86,639
-1,125
-1% -$60.1K 0.09% 154
2021
Q2 		$4.68M Sell
87,764
-31,251
-26% -$1.67M 0.09% 160
2021
Q1 		$6.35M Sell
119,015
-6,437
-5% -$346K 0.15% 107
2020
Q4 		$6.78M Sell
125,452
-5,551
-4% -$300K 0.17% 92
2020
Q3 		$7.11M Buy
131,003
+1,230
+0.9% +$66.8K 0.2% 82
2020
Q2 		$7.06M Buy
129,773
+31,178
+32% +$1.7M 0.22% 75
2020
Q1 		$5.37M Sell
98,595
-22,758
-19% -$1.22M 0.19% 85
2019
Q4 		$6.45M Buy
121,353
+3,984
+3% +$212K 0.19% 88
2019
Q3 		$6.25M Buy
117,369
+170
+0.1% +$9.01K 0.2% 87
2019
Q2 		$6.19M Buy
117,199
+33,077
+39% +$1.73M 0.2% 83
2019
Q1 		$4.41M Buy
+84,122
New +$4.36M 0.14% 111

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kovitz Investment Group Partners's VMBS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2025, closing a stake of 2,271,932 shares — an estimated $107M sold.

Kovitz Investment Group Partners first reported a position in VMBS in Q1 2019 and held it in 27 quarters. The position peaked at $107M in Q3 2025. 692 funds tracked by Wall St. Rank hold VMBS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,271,932 Vanguard Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $107M.
  • Kovitz Investment Group Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2019 and held it in 27 quarters.
  • Kovitz Investment Group Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $107M in Q3 2025.
  • 692 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.