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Sensible Financial Planning & Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Sensible Financial Planning & Management’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
2025
Q3 		$11.3M Sell
240,360
-758
-0.3% -$35.2K 2.05% 13
2025
Q2 		$11.2M Sell
241,118
-8,170
-3% -$374K 2.12% 12
2025
Q1 		$11.5M Buy
249,288
+33,937
+16% +$1.55M 2.3% 12
2024
Q4 		$9.76M Buy
215,351
+20,682
+11% +$951K 2.02% 13
2024
Q3 		$9.19M Buy
194,669
+2,518
+1% +$117K 1.81% 13
2024
Q2 		$8.72M Sell
192,151
-1,058
-0.5% -$47.6K 1.89% 12
2024
Q1 		$8.81M Buy
193,209
+33,184
+21% +$1.51M 1.95% 12
2023
Q4 		$7.42M Buy
160,025
+69,272
+76% +$3.06M 1.74% 12
2023
Q3 		$3.97M Sell
90,753
-22,069
-20% -$994K 1% 15
2023
Q2 		$5.19M Buy
112,822
+8,616
+8% +$399K 1.22% 16
2023
Q1 		$4.85M Buy
104,206
+35,939
+53% +$1.67M 1.14% 17
2022
Q4 		$3.11M Buy
+68,267
New +$3.09M 0.77% 20
2017
Q2 		– Sell
-5,735
Closed -$301K – 28
2017
Q1 		$301K Hold
5,735
– – 0.19% 22
2016
Q4 		$300K Hold
5,735
– – 0.21% 22
2016
Q3 		$309K Hold
5,735
– – 0.21% 22
2016
Q2 		$309K Hold
5,735
– – 0.22% 22
2016
Q1 		$307K Sell
5,735
-1,000
-15% -$53.3K 0.22% 22
2015
Q4 		$355K Hold
6,735
– – 0.27% 21
2015
Q3 		$359K Sell
6,735
-7,230
-52% -$384K 0.28% 21
2015
Q2 		$738K Sell
13,965
-3,693
-21% -$196K 0.61% 16
2015
Q1 		$943K Sell
17,658
-426
-2% -$22.7K 0.86% 17
2014
Q4 		$959K Sell
18,084
-22,583
-56% -$1.2M 0.98% 18
2014
Q3 		$2.14M Buy
+40,667
New +$2.14M 1.86% 12

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sensible Financial Planning & Management's VMBS Position: Q3 2025 in Review

Sensible Financial Planning & Management reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.31% in Q3 2025, selling an estimated $35.2K and leaving 240,360 shares worth $11.3M. The position accounts for 2.05% of the portfolio, ranked #13.

Sensible Financial Planning & Management first reported a position in VMBS in Q3 2014 and has held it in 23 quarters since. The position peaked at $11.5M in Q1 2025. 628 funds tracked by Wall St. Rank hold VMBS as of Q3 2025.

  • Sensible Financial Planning & Management held 240,360 shares of Vanguard Mortgage-Backed Securities ETF worth $11.3M as of Q3 2025.
  • Sensible Financial Planning & Management sold 758 Vanguard Mortgage-Backed Securities ETF shares in Q3 2025, an estimated $35.2K.
  • Vanguard Mortgage-Backed Securities ETF made up 2.05% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #13 holding.
  • Sensible Financial Planning & Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2014 and has held it in 23 quarters since.
  • Sensible Financial Planning & Management's Vanguard Mortgage-Backed Securities ETF position peaked at $11.5M in Q1 2025.
  • 628 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.