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Prosperity Planning’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Prosperity Planning’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 		$1.13M Sell
25,546
-71
-0.3% -$3.26K 0.25% 53
2026
Q2 		$1.2M Sell
25,617
-114
-0.4% -$5.33K 0.27% 52
2026
Q1 		$1.21M Sell
25,731
-71
-0.3% -$3.35K 0.31% 51
2025
Q4 		$1.21M Buy
25,802
+66
+0.3% +$3.11K 0.32% 51
2025
Q3 		$1.21M Buy
25,736
+1,108
+4% +$51.4K 0.33% 51
2025
Q2 		$1.14M Sell
24,628
-93
-0.4% -$4.26K 0.33% 51
2025
Q1 		$1.14M Sell
24,721
-193
-0.8% -$8.82K 0.36% 50
2024
Q4 		$1.13M Buy
24,914
+12
+0% +$552 0.36% 49
2024
Q3 		$1.18M Sell
24,902
-152
-0.6% -$7.08K 0.37% 49
2024
Q2 		$1.14M Sell
25,054
-37
-0.1% -$1.66K 0.39% 45
2024
Q1 		$1.14M Sell
25,091
-575
-2% -$26.2K 0.4% 43
2023
Q4 		$1.19M Sell
25,666
-3,676
-13% -$163K 0.45% 45
2023
Q3 		$1.28M Buy
29,342
+1,532
+6% +$69K 0.54% 41
2023
Q2 		$1.28M Sell
27,810
-1,285
-4% -$59.5K 0.53% 41
2023
Q1 		$1.35M Buy
29,095
+21,609
+289% +$1M 0.59% 40
2022
Q4 		$1.28M Hold
7,486
– – 0.63% 35
2022
Q3 		$338K Buy
+7,486
New +$356K 0.18% 68

Other funds holding VMBS

IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Prosperity Planning's VMBS Position: Q3 2026 in Review

Prosperity Planning reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.28% in Q3 2026, selling an estimated $3.26K and leaving 25,546 shares worth $1.13M. The position accounts for 0.25% of the portfolio, ranked #53.

Prosperity Planning first reported a position in VMBS in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.35M in Q1 2023. 39 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Prosperity Planning held 25,546 shares of Vanguard Mortgage-Backed Securities ETF worth $1.13M as of Q3 2026.
  • Prosperity Planning sold 71 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $3.26K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.25% of Prosperity Planning's portfolio in Q3 2026, its #53 holding.
  • Prosperity Planning first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2022 and has held it in 17 quarters since.
  • Prosperity Planning's Vanguard Mortgage-Backed Securities ETF position peaked at $1.35M in Q1 2023.
  • 39 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.