Premier Path Wealth Partners
VMBS icon

Premier Path Wealth Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Premier Path Wealth 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
Q3 		$7.49M Buy
168,642
+48,810
+41% +$2.24M 0.87% 22
2026
Q2 		$5.61M Buy
119,832
+8,168
+7% +$382K 0.65% 35
2026
Q1 		$5.24M Sell
111,664
-20,436
-15% -$965K 0.68% 34
2025
Q4 		$6.22M Sell
132,100
-11,246
-8% -$530K 0.8% 30
2025
Q3 		$6.73M Buy
143,346
+7,391
+5% +$343K 0.87% 27
2025
Q2 		$6.3M Buy
135,955
+4,063
+3% +$186K 0.88% 24
2025
Q1 		$6.11M Buy
131,892
+11,639
+10% +$532K 0.95% 22
2024
Q4 		$5.45M Buy
120,253
+5,318
+5% +$245K 0.83% 28
2024
Q3 		$5.43M Buy
114,935
+8,798
+8% +$410K 0.86% 24
2024
Q2 		$4.82M Buy
106,137
+916
+0.9% +$41.2K 0.82% 25
2024
Q1 		$4.67M Buy
105,221
+22,065
+27% +$1.01M 0.88% 23
2023
Q4 		$4M Buy
+83,156
New +$3.68M 0.88% 25

Other funds holding VMBS

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Premier Path Wealth Partners's VMBS Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 41% in Q3 2026, buying an estimated $2.24M and bringing the position to 168,642 shares worth $7.49M. The position accounts for 0.87% of the portfolio, ranked #22.

Premier Path Wealth Partners first reported a position in VMBS in Q4 2023 and has held it in 12 quarters since. 122 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Premier Path Wealth Partners held 168,642 shares of Vanguard Mortgage-Backed Securities ETF worth $7.49M as of Q3 2026.
  • Premier Path Wealth Partners bought 48,810 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $2.24M.
  • Vanguard Mortgage-Backed Securities ETF made up 0.87% of Premier Path Wealth Partners's portfolio in Q3 2026, its #22 holding.
  • Premier Path Wealth Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 12 quarters since.
  • 122 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.