Smartleaf Asset Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Smartleaf Asset 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
2026 Q1	$8.61M	Sell	183,726 -23,235	-11%	-$1.1M	0.31%	63
2025 Q4	$9.76M	Buy	206,961 +7,753	+4%	+$365K	0.37%	51
2025 Q3	$9.36M	Sell	199,208 -6,484	-3%	-$301K	0.58%	27
2025 Q2	$9.5M	Buy	205,692 +22,726	+12%	+$1.04M	0.84%	18
2025 Q1	$8.47M	Buy	182,966 +49,066	+37%	+$2.24M	0.82%	18
2024 Q4	$6.08M	Buy	133,900 +17,036	+15%	+$783K	0.62%	25
2024 Q3	$5.53M	Buy	116,864 +36,789	+46%	+$1.71M	0.67%	22
2024 Q2	$3.65M	Sell	80,075 -39,352	-33%	-$1.77M	0.6%	32
2024 Q1	$5.46M	Buy	119,427 +1,036	+0.9%	+$47.2K	1.06%	13
2023 Q4	$5.5M	Buy	+118,391	New	+$5.23M	1.47%	7

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Smartleaf Asset Management's VMBS Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 11% in Q1 2026, selling an estimated $1.1M and leaving 183,726 shares worth $8.61M. The position accounts for 0.31% of the portfolio, ranked #63.

Smartleaf Asset Management first reported a position in VMBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.76M in Q4 2025. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

Smartleaf Asset Management held 183,726 shares of Vanguard Mortgage-Backed Securities ETF worth $8.61M as of Q1 2026.
Smartleaf Asset Management sold 23,235 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $1.1M.
Vanguard Mortgage-Backed Securities ETF made up 0.31% of Smartleaf Asset Management's portfolio in Q1 2026, its #63 holding.
Smartleaf Asset Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Vanguard Mortgage-Backed Securities ETF position peaked at $9.76M in Q4 2025.
705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.