New York Life Investment Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

New York Life Investment 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 Q2	$5.47M	Sell	116,908 -264,758	-69%	-$12.4M	0.04%	333
2026 Q1	$17.9M	Buy	381,666 +372,558	+4,090%	+$17.6M	0.15%	126
2025 Q4	$319K	Buy	+9,108	New	+$429K	﹤0.01%	757
2024 Q3	–	Sell	-74,252	Closed	-$3.37M	–	879
2024 Q2	$3.37M	Buy	+74,252	New	+$3.34M	0.03%	432
2023 Q2	–	Sell	-16,635	Closed	-$774K	–	1360
2023 Q1	$774K	Sell	16,635 -2,682	-14%	-$124K	0.01%	621
2022 Q4	$879K	Sell	19,317 -16,276	-46%	-$737K	0.01%	639
2022 Q3	$1.6M	Buy	35,593 +3,749	+12%	+$178K	0.02%	557
2022 Q2	$1.52M	Buy	+31,844	New	+$1.53M	0.02%	558

Other funds holding VMBS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

New York Life Investment Management's VMBS Position: Q2 2026 in Review

New York Life Investment Management reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 69% in Q2 2026, selling an estimated $12.4M and leaving 116,908 shares worth $5.47M. The position accounts for 0.04% of the portfolio, ranked #333.

New York Life Investment Management first reported a position in VMBS in Q2 2022 and has held it in 8 quarters since. The position peaked at $17.9M in Q1 2026. 568 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

New York Life Investment Management held 116,908 shares of Vanguard Mortgage-Backed Securities ETF worth $5.47M as of Q2 2026.
New York Life Investment Management sold 264,758 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $12.4M.
Vanguard Mortgage-Backed Securities ETF made up 0.04% of New York Life Investment Management's portfolio in Q2 2026, its #333 holding.
New York Life Investment Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2022 and has held it in 8 quarters since.
New York Life Investment Management's Vanguard Mortgage-Backed Securities ETF position peaked at $17.9M in Q1 2026.
568 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.