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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
Q2 		$239K Sell
5,100
-395
-7% -$18.5K 0.02% 294
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 $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Redwood Investment Management's VMBS Position: Q2 2026 in Review

Redwood Investment Management reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 7.2% in Q2 2026, selling an estimated $18.5K and leaving 5,100 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #294.

Redwood Investment Management first reported a position in VMBS in Q3 2023 and has held it in 12 quarters since. The position peaked at $486K in Q4 2023. 714 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Redwood Investment Management held 5,100 shares of Vanguard Mortgage-Backed Securities ETF worth $239K as of Q2 2026.
  • Redwood Investment Management sold 395 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $18.5K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.02% of Redwood Investment Management's portfolio in Q2 2026, its #294 holding.
  • Redwood Investment Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2023 and has held it in 12 quarters since.
  • Redwood Investment Management's Vanguard Mortgage-Backed Securities ETF position peaked at $486K in Q4 2023.
  • 714 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.