Stonehaven Wealth & Tax Solutions’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$809K	Sell	17,234 -658	-4%	-$31.1K	0.72%	30
2025 Q4	$842K	Sell	17,892 -343	-2%	-$16.2K	0.76%	29
2025 Q3	$856K	Sell	18,235 -28	-0.2%	-$1.3K	0.79%	29
2025 Q2	$846K	Buy	18,263 +947	+5%	+$43.3K	0.83%	27
2025 Q1	$802K	Buy	17,316 +3,896	+29%	+$178K	0.85%	27
2024 Q4	$608K	Buy	+13,420	New	+$617K	0.66%	40

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 $49B AUM 17.78% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Stonehaven Wealth & Tax Solutions's VMBS Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 3.7% in Q1 2026, selling an estimated $31.1K and leaving 17,234 shares worth $809K. The position accounts for 0.72% of the portfolio, ranked #30.

Stonehaven Wealth & Tax Solutions first reported a position in VMBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $856K in Q3 2025. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

Stonehaven Wealth & Tax Solutions held 17,234 shares of Vanguard Mortgage-Backed Securities ETF worth $809K as of Q1 2026.
Stonehaven Wealth & Tax Solutions sold 658 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $31.1K.
Vanguard Mortgage-Backed Securities ETF made up 0.72% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #30 holding.
Stonehaven Wealth & Tax Solutions first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 6 quarters since.
Stonehaven Wealth & Tax Solutions's Vanguard Mortgage-Backed Securities ETF position peaked at $856K in Q3 2025.
705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.