Regimen Wealth’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Regimen Wealth’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	$11.3M	Buy	+254,227	New	+$11.7M	3.04%	14

Other funds holding VMBS

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Regimen Wealth's VMBS Position: Q3 2026 in Review

Regimen Wealth opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2026: 254,227 shares worth $11.3M. The stake represents 3.04% of the portfolio and ranks #14 among its holdings.

502 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

Regimen Wealth held 254,227 shares of Vanguard Mortgage-Backed Securities ETF worth $11.3M as of Q3 2026.
Vanguard Mortgage-Backed Securities ETF was a new Regimen Wealth position in Q3 2026.
Vanguard Mortgage-Backed Securities ETF made up 3.04% of Regimen Wealth's portfolio in Q3 2026, its #14 holding.
502 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Regimen Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.