Lutz Financial Services’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Lutz Financial Services’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	$11M	Buy	247,905 +208,148	+524%	+$9.6M	0.67%	37
2026 Q2	$1.86M	Sell	39,757 -1,962	-5%	-$91.8K	0.11%	53
2026 Q1	$1.96M	Sell	41,719 -730	-2%	-$34.5K	0.13%	52
2025 Q4	$2M	Buy	42,449 +661	+2%	+$31.1K	0.14%	52
2025 Q3	$1.96M	Buy	41,788 +912	+2%	+$42.3K	0.14%	52
2025 Q2	$1.89M	Buy	40,876 +3,837	+10%	+$176K	0.15%	51
2025 Q1	$1.72M	Buy	37,039 +717	+2%	+$32.8K	0.14%	51
2024 Q4	$1.65M	Buy	36,322 +13,505	+59%	+$621K	0.13%	52
2024 Q3	$1.08M	Hold	22,817	–	–	0.09%	59
2024 Q2	$1.04M	Buy	+22,817	New	+$1.03M	0.09%	57

Other funds holding VMBS

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lutz Financial Services's VMBS Position: Q3 2026 in Review

Lutz Financial Services increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 524% in Q3 2026, buying an estimated $9.6M and bringing the position to 247,905 shares worth $11M. The position accounts for 0.67% of the portfolio, ranked #37.

Lutz Financial Services first reported a position in VMBS in Q2 2024 and has held it in 10 quarters since. 606 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

Lutz Financial Services held 247,905 shares of Vanguard Mortgage-Backed Securities ETF worth $11M as of Q3 2026.
Lutz Financial Services bought 208,148 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $9.6M.
Vanguard Mortgage-Backed Securities ETF made up 0.67% of Lutz Financial Services's portfolio in Q3 2026, its #37 holding.
Lutz Financial Services first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2024 and has held it in 10 quarters since.
606 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Lutz Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.