PMFA
VMBS icon

Plante Moran Financial Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Plante Moran Financial Advisors’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
Q1 		– Sell
-88
Closed -$4.14K – 863
2025
Q4 		$4.14K Sell
88
-57
-39% -$2.69K ﹤0.01% 652
2025
Q3 		$6.81K Sell
145
-15
-9% -$696 ﹤0.01% 583
2025
Q2 		$7.41K Buy
160
+110
+220% +$5.03K ﹤0.01% 601
2025
Q1 		$2.32K Buy
50
+17
+52% +$777 ﹤0.01% 692
2024
Q4 		$1.5K Buy
+33
New +$1.52K ﹤0.01% 798
2024
Q2 		– Sell
-563
Closed -$25.3K – 894
2024
Q1 		$25.7K Sell
563
-245
-30% -$11.2K ﹤0.01% 460
2023
Q4 		$37.5K Buy
+808
New +$35.7K ﹤0.01% 359
2023
Q1 		– Sell
-176
Closed -$8.01K – 912
2022
Q4 		$8.01K Sell
176
-9
-5% -$408 ﹤0.01% 608
2022
Q3 		$8K Buy
+185
New +$8.81K ﹤0.01% 633
2020
Q4 		– Sell
-81
Closed -$4K – 999
2020
Q3 		$4K Buy
81
+17
+27% +$924 ﹤0.01% 731
2020
Q2 		$3K Buy
+64
New +$3.48K ﹤0.01% 645
2019
Q4 		– Sell
-8
Closed – – 910
2019
Q3 		$0 Buy
8
+2
+33% +$106 ﹤0.01% 917
2019
Q2 		$0 Buy
+6
New +$314 ﹤0.01% 850
2017
Q1 		– Sell
-41
Closed -$2K – 1038
2016
Q4 		$2K Buy
+41
New +$2.18K ﹤0.01% 877
2016
Q1 		– Sell
-116
Closed -$6K – 1043
2015
Q4 		$6K Buy
+116
New +$6.16K ﹤0.01% 695

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Plante Moran Financial Advisors's VMBS Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2026, closing a stake of 88 shares — an estimated $4.14K sold.

Plante Moran Financial Advisors first reported a position in VMBS in Q4 2015 and held it in 15 quarters. The position peaked at $37.5K in Q4 2023. 706 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 88 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $4.14K.
  • Plante Moran Financial Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2015 and held it in 15 quarters.
  • Plante Moran Financial Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $37.5K in Q4 2023.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.