Obsidian Personal Planning Solutions’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Obsidian Personal Planning Solutions’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
2025 Q3	$9.06M	Buy	192,080 +4,857	+3%	+$225K	3.15%	12
2025 Q2	$8.68M	Buy	187,223 +6,376	+4%	+$292K	3.51%	11
2025 Q1	$8.38M	Sell	180,847 -5,254	-3%	-$240K	3.74%	8
2024 Q4	$8.49M	Buy	186,101 +14,871	+9%	+$684K	4.09%	6
2024 Q3	$7.84M	Buy	171,230 +24,608	+17%	+$1.15M	4.1%	5
2024 Q2	$6.66M	Buy	146,622 +13,418	+10%	+$604K	4.06%	7
2024 Q1	$5.89M	Buy	+133,204	New	+$6.07M	3.87%	6

Other funds holding VMBS

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

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

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

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

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

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

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

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

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

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

Obsidian Personal Planning Solutions's VMBS Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 2.6% in Q3 2025, buying an estimated $225K and bringing the position to 192,080 shares worth $9.06M. The position accounts for 3.15% of the portfolio, ranked #12.

Obsidian Personal Planning Solutions first reported a position in VMBS in Q1 2024 and has held it in 7 quarters since. 628 funds tracked by Wall St. Rank hold VMBS as of Q3 2025.

Obsidian Personal Planning Solutions held 192,080 shares of Vanguard Mortgage-Backed Securities ETF worth $9.06M as of Q3 2025.
Obsidian Personal Planning Solutions bought 4,857 Vanguard Mortgage-Backed Securities ETF shares in Q3 2025, an estimated $225K.
Vanguard Mortgage-Backed Securities ETF made up 3.15% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #12 holding.
Obsidian Personal Planning Solutions first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2024 and has held it in 7 quarters since.
628 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.