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Richards, Merrill & Peterson’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Richards, Merrill & Peterson’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 		$2.2K Hold
47
– – ﹤0.01% 281
2026
Q1 		$2.21K Sell
47
-160
-77% -$7.55K ﹤0.01% 279
2025
Q4 		$9.75K Buy
+207
New +$9.75K ﹤0.01% 256

Other funds holding VMBS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Richards, Merrill & Peterson's VMBS Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 47 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Richards, Merrill & Peterson first reported a position in VMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.75K in Q4 2025. 351 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Richards, Merrill & Peterson held 47 shares of Vanguard Mortgage-Backed Securities ETF worth $2.2K as of Q2 2026.
  • Richards, Merrill & Peterson left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #281 holding.
  • Richards, Merrill & Peterson first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • Richards, Merrill & Peterson's Vanguard Mortgage-Backed Securities ETF position peaked at $9.75K in Q4 2025.
  • 351 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.