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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
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% -$99.8K 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 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

Richardson Financial Services's VMBS Position: Q1 2026 in Review

Richardson Financial Services increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 2.8% in Q1 2026, buying an estimated $6.8K and bringing the position to 5,308 shares worth $249K. The position accounts for 0.16% of the portfolio, ranked #135.

Richardson Financial Services first reported a position in VMBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $293K in Q3 2024. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Richardson Financial Services held 5,308 shares of Vanguard Mortgage-Backed Securities ETF worth $249K as of Q1 2026.
  • Richardson Financial Services bought 144 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $6.8K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.16% of Richardson Financial Services's portfolio in Q1 2026, its #135 holding.
  • Richardson Financial Services first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's Vanguard Mortgage-Backed Securities ETF position peaked at $293K in Q3 2024.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.