Richardson Financial Services
VMBS icon

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

Richardson Financial Services’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 		$297K Buy
6,687
+76
+1% +$3.49K 0.17% 125
2026
Q2 		$309K Buy
6,611
+1,303
+25% +$61K 0.18% 120
2026
Q1 		$249K Buy
5,308
+144
+3% +$6.8K 0.16% 135
2025
Q4 		$240K Buy
5,164
+260
+5% +$12.2K 0.08% 142
2025
Q3 		$230K Buy
4,904
+174
+4% +$8.08K 0.14% 135
2025
Q2 		$219K Buy
4,730
+254
+6% +$11.6K 0.15% 142
2025
Q1 		$207K Buy
4,476
+286
+7% +$13.1K 0.16% 138
2024
Q4 		$190K Sell
4,190
-2,170
-34% -$100K 0.13% 141
2024
Q3 		$293K Buy
6,360
+2,380
+60% +$111K 0.19% 120
2024
Q2 		$181K Buy
3,980
+536
+16% +$24.1K 0.13% 147
2024
Q1 		$157K Buy
3,444
+1,717
+99% +$78.3K 0.11% 162
2023
Q4 		$80.1K Buy
+1,727
New +$76.3K 0.07% 186

Other funds holding VMBS

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Richardson Financial Services's VMBS Position: Q3 2026 in Review

Richardson Financial Services increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 1.1% in Q3 2026, buying an estimated $3.49K and bringing the position to 6,687 shares worth $297K. The position accounts for 0.17% of the portfolio, ranked #125.

Richardson Financial Services first reported a position in VMBS in Q4 2023 and has held it in 12 quarters since. The position peaked at $309K in Q2 2026. 435 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Richardson Financial Services held 6,687 shares of Vanguard Mortgage-Backed Securities ETF worth $297K as of Q3 2026.
  • Richardson Financial Services bought 76 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $3.49K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.17% of Richardson Financial Services's portfolio in Q3 2026, its #125 holding.
  • Richardson Financial Services first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 12 quarters since.
  • Richardson Financial Services's Vanguard Mortgage-Backed Securities ETF position peaked at $309K in Q2 2026.
  • 435 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.