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PlanWiser Financial’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

PlanWiser Financial’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 		$6.86M Buy
146,485
+6,795
+5% +$318K 4.77% 3
2026
Q1 		$6.58M Buy
139,690
+38,731
+38% +$1.83M 4.77% 7
2025
Q4 		$4.76M Buy
100,959
+32,956
+48% +$1.55M 3.56% 8
2025
Q3 		$3.19M Buy
68,003
+1,070
+2% +$49.7K 2.54% 14
2025
Q2 		$3.08M Sell
66,933
-61,005
-48% -$2.79M 2.62% 11
2025
Q1 		$5.88M Buy
+127,938
New +$5.85M 5.32% 4

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PlanWiser Financial's VMBS Position: Q2 2026 in Review

PlanWiser Financial increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 4.9% in Q2 2026, buying an estimated $318K and bringing the position to 146,485 shares worth $6.86M. The position accounts for 4.77% of the portfolio, ranked #3.

PlanWiser Financial first reported a position in VMBS in Q1 2025 and has held it in 6 quarters since. 712 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • PlanWiser Financial held 146,485 shares of Vanguard Mortgage-Backed Securities ETF worth $6.86M as of Q2 2026.
  • PlanWiser Financial bought 6,795 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $318K.
  • Vanguard Mortgage-Backed Securities ETF made up 4.77% of PlanWiser Financial's portfolio in Q2 2026, its #3 holding.
  • PlanWiser Financial first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2025 and has held it in 6 quarters since.
  • 712 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.