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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
Q2 		$469K Sell
10,022
-332
-3% -$15.5K 0.06% 72
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
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

Meridian Wealth Partners's VMBS Position: Q2 2026 in Review

Meridian Wealth Partners reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 3.2% in Q2 2026, selling an estimated $15.5K and leaving 10,022 shares worth $469K. The position accounts for 0.06% of the portfolio, ranked #72.

Meridian Wealth Partners first reported a position in VMBS in Q4 2019 and has held it in 16 quarters since. The position peaked at $487K in Q4 2025. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Meridian Wealth Partners held 10,022 shares of Vanguard Mortgage-Backed Securities ETF worth $469K as of Q2 2026.
  • Meridian Wealth Partners sold 332 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $15.5K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.06% of Meridian Wealth Partners's portfolio in Q2 2026, its #72 holding.
  • Meridian Wealth Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2019 and has held it in 16 quarters since.
  • Meridian Wealth Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $487K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.