Meridian Wealth Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Meridian Wealth Partners’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	$486K	Hold	10,354	–	–	0.07%	68
2025 Q4	$487K	Buy	10,354 +49	+0.5%	+$2.31K	0.07%	63
2025 Q3	$484K	Buy	10,305 +633	+7%	+$29.4K	0.07%	59
2025 Q2	$448K	Buy	9,672 +57	+0.6%	+$2.61K	0.07%	71
2025 Q1	$445K	Buy	9,615 +126	+1%	+$5.76K	0.07%	63
2024 Q4	$430K	Buy	9,489 +1,004	+12%	+$46.2K	0.07%	68
2024 Q3	$401K	Hold	8,485	–	–	0.06%	70
2024 Q2	$385K	Hold	8,485	–	–	0.07%	69
2024 Q1	$387K	Hold	8,485	–	–	0.07%	68
2023 Q4	$393K	Hold	8,485	–	–	0.08%	61
2023 Q3	$371K	Buy	+8,485	New	+$382K	0.08%	61
2020 Q4	–	Sell	-686	Closed	-$37K	–	241
2020 Q3	$37K	Buy	686 +42	+7%	+$2.28K	0.02%	151
2020 Q2	$35K	Sell	644 -296	-31%	-$16.1K	0.02%	149
2020 Q1	$51K	Sell	940 -38	-4%	-$2.03K	0.03%	119
2019 Q4	$52K	Buy	+978	New	+$52K	0.03%	134

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Meridian Wealth Partners's VMBS Position: Q1 2026 in Review

Meridian Wealth Partners held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q1 2026 at 10,354 shares worth $486K. The position accounts for 0.07% of the portfolio, ranked #68.

Meridian Wealth Partners first reported a position in VMBS in Q4 2019 and has held it in 15 quarters since. The position peaked at $487K in Q4 2025. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

Meridian Wealth Partners held 10,354 shares of Vanguard Mortgage-Backed Securities ETF worth $486K as of Q1 2026.
Meridian Wealth Partners left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q1 2026.
Vanguard Mortgage-Backed Securities ETF made up 0.07% of Meridian Wealth Partners's portfolio in Q1 2026, its #68 holding.
Meridian Wealth Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2019 and has held it in 15 quarters since.
Meridian Wealth Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $487K in Q4 2025.
705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.