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

ORG 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
2025 Q4	$3.02K	Hold	64	–	–	﹤0.01%	1363
2025 Q3	$3.15K	Hold	64	–	–	﹤0.01%	1229
2025 Q2	$3.1K	Hold	64	–	–	﹤0.01%	1139
2025 Q1	$3.11K	Hold	64	–	–	﹤0.01%	1014
2024 Q4	$3.04K	Hold	64	–	–	﹤0.01%	1056
2024 Q3	$3.17K	Hold	64	–	–	﹤0.01%	922
2024 Q2	$3.01K	Buy	+64	New	+$2.88K	﹤0.01%	1463
2024 Q1	–	Sell	-308	Closed	-$14.5K	–	1085
2023 Q4	$14.5K	Buy	+308	New	+$13.6K	﹤0.01%	713
2023 Q3	–	Sell	-290	Closed	-$13.1K	–	1309
2023 Q2	$13.1K	Buy	+290	New	+$13.4K	﹤0.01%	934

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

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

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

ORG Partners's VMBS Position: Q4 2025 in Review

ORG Partners held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q4 2025 at 64 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

ORG Partners first reported a position in VMBS in Q2 2023 and has held it in 9 quarters since. The position peaked at $14.5K in Q4 2023. 689 funds tracked by Wall St. Rank hold VMBS as of Q4 2025.

ORG Partners held 64 shares of Vanguard Mortgage-Backed Securities ETF worth $3.02K as of Q4 2025.
ORG Partners left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q4 2025.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1363 holding.
ORG Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2023 and has held it in 9 quarters since.
ORG Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $14.5K in Q4 2023.
689 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.