MHR
VMBS icon

Matthew Hamilton Rosenberg’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Matthew Hamilton Rosenberg’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 		$104K Buy
2,353
+1,605
+215% +$73.8K 0.02% 343
2026
Q2 		$35K Hold
748
– – 0.01% 481
2026
Q1 		$35.1K Hold
748
– – 0.01% 470
2025
Q4 		$35.2K Hold
748
– – 0.01% 468
2025
Q3 		$35.1K Hold
748
– – 0.01% 468
2025
Q2 		$34.7K Sell
748
-327
-30% -$15K 0.01% 490
2025
Q1 		$49.8K Buy
1,075
+91
+9% +$4.16K 0.01% 425
2024
Q4 		$44.6K Hold
984
– – 0.01% 438
2024
Q3 		$46.5K Buy
984
+67
+7% +$3.12K 0.01% 437
2024
Q2 		$41.2K Sell
917
-208
-18% -$9.36K 0.01% 452
2024
Q1 		$50.8K Hold
1,125
– – 0.01% 432
2023
Q4 		$52.2K Buy
1,125
+8
+0.7% +$354 0.02% 426
2023
Q3 		$48.9K Hold
1,117
– – 0.02% 424
2023
Q2 		$51.4K Sell
1,117
-11,800
-91% -$546K 0.02% 426
2023
Q1 		$601K Sell
12,917
-9,770
-43% -$453K 0.19% 61
2022
Q4 		$1.03M Sell
22,687
-5,023
-18% -$227K 0.35% 40
2022
Q3 		$1.25M Sell
27,710
-513
-2% -$24.4K 0.48% 31
2022
Q2 		$1.36M Buy
28,223
+2,495
+10% +$120K 0.51% 31
2022
Q1 		$1.29M Sell
25,728
-2,449
-9% -$126K 0.45% 34
2021
Q4 		$1.49M Sell
28,177
-5,796
-17% -$307K 0.53% 33
2021
Q3 		$1.81M Sell
33,973
-2,361
-6% -$126K 0.72% 27
2021
Q2 		$1.94M Buy
36,334
+1,503
+4% +$80.4K 1.01% 17
2021
Q1 		$1.86M Buy
34,831
+3,834
+12% +$206K 1.06% 16
2020
Q4 		$1.68M Buy
30,997
+15,745
+103% +$852K 1.05% 17
2020
Q3 		$828K Buy
15,252
+6,229
+69% +$338K 0.61% 26
2020
Q2 		$491K Buy
+9,023
New +$491K 0.39% 33

Other funds holding VMBS

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Matthew Hamilton Rosenberg's VMBS Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 215% in Q3 2026, buying an estimated $73.8K and bringing the position to 2,353 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #343.

Matthew Hamilton Rosenberg first reported a position in VMBS in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.94M in Q2 2021. 192 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Matthew Hamilton Rosenberg held 2,353 shares of Vanguard Mortgage-Backed Securities ETF worth $104K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 1,605 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $73.8K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #343 holding.
  • Matthew Hamilton Rosenberg first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Vanguard Mortgage-Backed Securities ETF position peaked at $1.94M in Q2 2021.
  • 192 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.