PP
VMBS icon

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
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

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

Prosperity Planning's VMBS Position: Q2 2026 in Review

Prosperity Planning reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.44% in Q2 2026, selling an estimated $5.33K and leaving 25,617 shares worth $1.2M. The position accounts for 0.27% of the portfolio, ranked #52.

Prosperity Planning first reported a position in VMBS in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.35M in Q1 2023. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Prosperity Planning held 25,617 shares of Vanguard Mortgage-Backed Securities ETF worth $1.2M as of Q2 2026.
  • Prosperity Planning sold 114 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $5.33K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.27% of Prosperity Planning's portfolio in Q2 2026, its #52 holding.
  • Prosperity Planning first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2022 and has held it in 16 quarters since.
  • Prosperity Planning's Vanguard Mortgage-Backed Securities ETF position peaked at $1.35M in Q1 2023.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.