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LifePlan Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

LifePlan Investment Advisors’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
Q1 		$1.03M Buy
21,838
+2,198
+11% +$104K 0.4% 67
2025
Q4 		$925K Buy
19,640
+1,980
+11% +$93.3K 0.38% 64
2025
Q3 		$829K Buy
17,660
+2,813
+19% +$131K 0.35% 63
2025
Q2 		$688K Buy
14,847
+584
+4% +$26.7K 0.34% 63
2025
Q1 		$661K Buy
14,263
+1,486
+12% +$67.9K 0.38% 61
2024
Q4 		$579K Buy
12,777
+2,003
+19% +$92.1K 0.36% 57
2024
Q3 		$509K Buy
10,774
+2,082
+24% +$97K 0.33% 55
2024
Q2 		$395K Buy
8,692
+1,456
+20% +$65.5K 0.28% 60
2024
Q1 		$330K Buy
+7,236
New +$330K 0.26% 63

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LifePlan Investment Advisors's VMBS Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 11% in Q1 2026, buying an estimated $104K and bringing the position to 21,838 shares worth $1.03M. The position accounts for 0.4% of the portfolio, ranked #67.

LifePlan Investment Advisors first reported a position in VMBS in Q1 2024 and has held it in 9 quarters since. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • LifePlan Investment Advisors held 21,838 shares of Vanguard Mortgage-Backed Securities ETF worth $1.03M as of Q1 2026.
  • LifePlan Investment Advisors bought 2,198 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $104K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.4% of LifePlan Investment Advisors's portfolio in Q1 2026, its #67 holding.
  • LifePlan Investment Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2024 and has held it in 9 quarters since.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.