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

Stirlingshire Investments’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
Q2 		$401K Buy
8,571
+423
+5% +$19.8K 0.3% 113
2026
Q1 		$383K Buy
8,148
+622
+8% +$29.4K 0.34% 87
2025
Q4 		$354K Buy
+7,526
New +$355K 0.31% 86

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stirlingshire Investments's VMBS Position: Q2 2026 in Review

Stirlingshire Investments increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 5.2% in Q2 2026, buying an estimated $19.8K and bringing the position to 8,571 shares worth $401K. The position accounts for 0.3% of the portfolio, ranked #113.

Stirlingshire Investments first reported a position in VMBS in Q4 2025 and has held it in 3 quarters since. 714 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Stirlingshire Investments held 8,571 shares of Vanguard Mortgage-Backed Securities ETF worth $401K as of Q2 2026.
  • Stirlingshire Investments bought 423 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $19.8K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.3% of Stirlingshire Investments's portfolio in Q2 2026, its #113 holding.
  • Stirlingshire Investments first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Stirlingshire Investments's 13F filing for Q2 2026, filed 31 Jul 2026.