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

SoFi Wealth’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 		$39.1M Buy
832,475
+139,605
+20% +$6.59M 1.88% 17
2025
Q4 		$32.6M Buy
692,870
+39,469
+6% +$1.86M 1.63% 16
2025
Q3 		$30.7M Buy
653,401
+73,503
+13% +$3.41M 1.65% 16
2025
Q2 		$26.9M Buy
579,898
+34,071
+6% +$1.56M 1.64% 16
2025
Q1 		$25.3M Buy
545,827
+535,827
+5,358% +$24.5M 1.9% 14
2024
Q4 		$453K Buy
+10,000
New +$460K 0.03% 23

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

SoFi Wealth's VMBS Position: Q1 2026 in Review

SoFi Wealth increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 20% in Q1 2026, buying an estimated $6.59M and bringing the position to 832,475 shares worth $39.1M. The position accounts for 1.88% of the portfolio, ranked #17.

SoFi Wealth first reported a position in VMBS in Q4 2024 and has held it in 6 quarters since. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • SoFi Wealth held 832,475 shares of Vanguard Mortgage-Backed Securities ETF worth $39.1M as of Q1 2026.
  • SoFi Wealth bought 139,605 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $6.59M.
  • Vanguard Mortgage-Backed Securities ETF made up 1.88% of SoFi Wealth's portfolio in Q1 2026, its #17 holding.
  • SoFi Wealth first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 6 quarters since.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on SoFi Wealth's 13F filing for Q1 2026, filed 5 May 2026.