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

&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	$11M	Buy	234,343 +51,401	+28%	+$2.41M	0.05%	359
2026 Q1	$8.63M	Buy	182,942 +21,979	+14%	+$1.04M	0.04%	368
2025 Q4	$7.58M	Buy	160,963 +92,938	+137%	+$4.38M	0.04%	377
2025 Q3	$3.3M	Buy	68,025 +19,729	+41%	+$916K	0.02%	553
2025 Q2	$2.24M	Sell	48,296 -1,870	-4%	-$85.6K	0.02%	620
2025 Q1	$2.32M	Sell	50,166 -96	-0.2%	-$4.39K	0.02%	491
2024 Q4	$2.27M	Buy	50,262 +34,031	+210%	+$1.56M	0.03%	461
2024 Q3	$748K	Buy	+16,231	New	+$756K	0.01%	689

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

&Partners's VMBS Position: Q2 2026 in Review

&Partners increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 28% in Q2 2026, buying an estimated $2.41M and bringing the position to 234,343 shares worth $11M. The position accounts for 0.05% of the portfolio, ranked #359.

&Partners first reported a position in VMBS in Q3 2024 and has held it in 8 quarters since. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

&Partners held 234,343 shares of Vanguard Mortgage-Backed Securities ETF worth $11M as of Q2 2026.
&Partners bought 51,401 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $2.41M.
Vanguard Mortgage-Backed Securities ETF made up 0.05% of &Partners's portfolio in Q2 2026, its #359 holding.
&Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2024 and has held it in 8 quarters since.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.