MSFP
VMBS icon

Mark Sheptoff Financial Planning’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Mark Sheptoff Financial Planning’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 		$13K Hold
278
– – 0.01% 325
2026
Q1 		$13K Buy
+278
New +$13.1K 0.01% 315

Other funds holding VMBS

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

Mark Sheptoff Financial Planning's VMBS Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 278 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #325.

Mark Sheptoff Financial Planning first reported a position in VMBS in Q1 2026 and has held it in 2 quarters since. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Mark Sheptoff Financial Planning held 278 shares of Vanguard Mortgage-Backed Securities ETF worth $13K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #325 holding.
  • Mark Sheptoff Financial Planning first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.