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Maripau Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Maripau Wealth Management’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 		$519K Sell
11,054
-199
-2% -$9.39K 0.23% 86
2025
Q4 		$530K Sell
11,253
-755
-6% -$35.6K 0.24% 78
2025
Q3 		$564K Sell
12,008
-1,392
-10% -$64.6K 0.28% 67
2025
Q2 		$621K Sell
13,400
-562
-4% -$25.7K 0.31% 75
2025
Q1 		$647K Sell
13,962
-1,510
-10% -$69K 0.37% 59
2024
Q4 		$702K Sell
15,472
-2,129
-12% -$97.9K 0.42% 53
2024
Q3 		$831K Sell
17,601
-1,917
-10% -$89.3K 0.72% 34
2024
Q2 		$886K Sell
19,518
-1,889
-9% -$85K 0.61% 38
2024
Q1 		$976K Buy
21,407
+124
+0.6% +$5.65K 0.73% 30
2023
Q4 		$987K Sell
21,283
-952
-4% -$42.1K 0.86% 27
2023
Q3 		$973K Sell
22,235
-1,507
-6% -$67.9K 0.9% 27
2023
Q2 		$1.09M Sell
23,742
-397
-2% -$18.4K 0.97% 25
2023
Q1 		$1.12M Sell
24,139
-25
-0.1% -$1.16K 1.17% 23
2022
Q4 		$1.14M Buy
24,164
+470
+2% +$21.3K 1.19% 24
2022
Q3 		$1.05M Sell
23,694
-746
-3% -$35.5K 1.13% 23
2022
Q2 		$1.2M Sell
24,440
-743
-3% -$35.8K 1.3% 20
2022
Q1 		$1.21M Sell
25,183
-1,953
-7% -$100K 1.1% 21
2021
Q4 		$1.39M Buy
+27,136
New +$1.44M 1.31% 21

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

Maripau Wealth Management's VMBS Position: Q1 2026 in Review

Maripau Wealth Management reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 1.8% in Q1 2026, selling an estimated $9.39K and leaving 11,054 shares worth $519K. The position accounts for 0.23% of the portfolio, ranked #86.

Maripau Wealth Management first reported a position in VMBS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.39M in Q4 2021. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Maripau Wealth Management held 11,054 shares of Vanguard Mortgage-Backed Securities ETF worth $519K as of Q1 2026.
  • Maripau Wealth Management sold 199 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $9.39K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.23% of Maripau Wealth Management's portfolio in Q1 2026, its #86 holding.
  • Maripau Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2021 and has held it in 18 quarters since.
  • Maripau Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $1.39M in Q4 2021.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.