Root Financial Partners
VMBS icon

Root Financial Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Root Financial Partners’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 		$21.3K Buy
+479
New +$22K ﹤0.01% 1518
2025
Q4 		– Sell
-116
Closed -$5.45K – 2531
2025
Q3 		$5.45K Buy
+116
New +$5.38K ﹤0.01% 1693

Other funds holding VMBS

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Root Financial Partners's VMBS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2026: 479 shares worth $21.3K. The stake represents ﹤0.01% of the portfolio and ranks #1518 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VMBS as recently as Q3 2025.

Root Financial Partners first reported a position in VMBS in Q3 2025 and has held it in 2 quarters since. 612 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Root Financial Partners held 479 shares of Vanguard Mortgage-Backed Securities ETF worth $21.3K as of Q3 2026.
  • Vanguard Mortgage-Backed Securities ETF was a new Root Financial Partners position in Q3 2026.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1518 holding.
  • Root Financial Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2025 and has held it in 2 quarters since.
  • 612 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.