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

rebel 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
Q1 		$698K Buy
14,860
+1,283
+9% +$60.6K 0.3% 48
2025
Q4 		$639K Buy
+13,577
New +$640K 0.27% 48
2025
Q3 		– Hold
0
– – – 61

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 $374B AUM 17.66% 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 $544B AUM 28.31% 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 $377B AUM 19.32% 1-Year Est. Return

rebel Financial's VMBS Position: Q1 2026 in Review

rebel Financial increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 9.4% in Q1 2026, buying an estimated $60.6K and bringing the position to 14,860 shares worth $698K. The position accounts for 0.3% of the portfolio, ranked #48.

rebel Financial first reported a position in VMBS in Q4 2025 and has held it in 2 quarters since. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • rebel Financial held 14,860 shares of Vanguard Mortgage-Backed Securities ETF worth $698K as of Q1 2026.
  • rebel Financial bought 1,283 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $60.6K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.3% of rebel Financial's portfolio in Q1 2026, its #48 holding.
  • rebel Financial first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2025 and has held it in 2 quarters since.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on rebel Financial's 13F filing for Q1 2026, filed 24 Apr 2026.