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Redwood Investment Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Redwood Investment Management’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 		$258K Sell
5,495
-490
-8% -$23.1K 0.03% 255
2025
Q4 		$282K Sell
5,985
-695
-10% -$32.7K 0.03% 279
2025
Q3 		$314K Sell
6,680
-1,057
-14% -$49.1K 0.03% 259
2025
Q2 		$359K Buy
7,737
+531
+7% +$24.3K 0.04% 250
2025
Q1 		$334K Sell
7,206
-806
-10% -$36.9K 0.04% 253
2024
Q4 		$363K Sell
8,012
-251
-3% -$11.5K 0.04% 283
2024
Q3 		$390K Buy
8,263
+67
+0.8% +$3.12K 0.03% 289
2024
Q2 		$372K Sell
8,196
-1,080
-12% -$48.6K 0.03% 298
2024
Q1 		$423K Sell
9,276
-1,202
-11% -$54.8K 0.04% 286
2023
Q4 		$486K Buy
10,478
+817
+8% +$36.1K 0.04% 287
2023
Q3 		$423K Buy
+9,661
New +$435K 0.04% 281

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 $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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

Redwood Investment Management's VMBS Position: Q1 2026 in Review

Redwood Investment Management reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 8.2% in Q1 2026, selling an estimated $23.1K and leaving 5,495 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #255.

Redwood Investment Management first reported a position in VMBS in Q3 2023 and has held it in 11 quarters since. The position peaked at $486K in Q4 2023. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Redwood Investment Management held 5,495 shares of Vanguard Mortgage-Backed Securities ETF worth $258K as of Q1 2026.
  • Redwood Investment Management sold 490 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $23.1K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.03% of Redwood Investment Management's portfolio in Q1 2026, its #255 holding.
  • Redwood Investment Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2023 and has held it in 11 quarters since.
  • Redwood Investment Management's Vanguard Mortgage-Backed Securities ETF position peaked at $486K in Q4 2023.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.