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

SBI Securities’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	$62.3K	Sell	1,403 -954	-40%	-$43.8K	﹤0.01%	1087
2026 Q2	$110K	Buy	2,357 +492	+26%	+$23K	﹤0.01%	882
2026 Q1	$87.6K	Buy	1,865 +1,045	+127%	+$49.3K	﹤0.01%	892
2025 Q4	$38.6K	Buy	820 +365	+80%	+$17.2K	﹤0.01%	1184
2025 Q3	$21.4K	Buy	455 +32	+8%	+$1.49K	﹤0.01%	1422
2025 Q2	$19.6K	Buy	423 +6	+1%	+$275	﹤0.01%	1418
2025 Q1	$19.3K	Buy	417 +27	+7%	+$1.24K	﹤0.01%	1341
2024 Q4	$17.7K	Buy	+390	New	+$17.9K	﹤0.01%	1413

Other funds holding VMBS

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

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

SBI Securities's VMBS Position: Q3 2026 in Review

SBI Securities reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 40% in Q3 2026, selling an estimated $43.8K and leaving 1,403 shares worth $62.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

SBI Securities first reported a position in VMBS in Q4 2024 and has held it in 8 quarters since. The position peaked at $110K in Q2 2026. 177 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

SBI Securities held 1,403 shares of Vanguard Mortgage-Backed Securities ETF worth $62.3K as of Q3 2026.
SBI Securities sold 954 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $43.8K.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #1087 holding.
SBI Securities first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 8 quarters since.
SBI Securities's Vanguard Mortgage-Backed Securities ETF position peaked at $110K in Q2 2026.
177 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.