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

TBH Global 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	–	Sell	-8,916	Closed	-$420K	–	288
2025 Q4	$420K	Buy	+8,916	New	+$420K	0.07%	184
2021 Q2	–	Sell	-4,376	Closed	-$234K	–	200
2021 Q1	$234K	Sell	4,376 -8,875	-67%	-$478K	0.06%	179
2020 Q4	$716K	Buy	13,251 +800	+6%	+$43.3K	0.22%	84
2020 Q3	$676K	Sell	12,451 -811	-6%	-$44.1K	0.23%	79
2020 Q2	$721K	Buy	+13,262	New	+$722K	0.29%	63

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TBH Global Asset Management's VMBS Position: Q1 2026 in Review

TBH Global Asset Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2026, closing a stake of 8,916 shares — an estimated $420K sold.

TBH Global Asset Management first reported a position in VMBS in Q2 2020 and held it in 5 quarters. The position peaked at $721K in Q2 2020. 712 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

TBH Global Asset Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
TBH Global Asset Management sold 8,916 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $420K.
TBH Global Asset Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2020 and held it in 5 quarters.
TBH Global Asset Management's Vanguard Mortgage-Backed Securities ETF position peaked at $721K in Q2 2020.
712 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.