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Thrive Capital Management (Pennsylvania)’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Thrive Capital Management (Pennsylvania)’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 		$2.42M Buy
51,721
+10,648
+26% +$498K 0.46% 81
2026
Q1 		$1.93M Buy
41,073
+1,227
+3% +$57.9K 0.42% 87
2025
Q4 		$1.88M Buy
39,846
+7,536
+23% +$355K 0.42% 86
2025
Q3 		$1.52M Buy
32,310
+2,595
+9% +$120K 0.39% 88
2025
Q2 		$1.38M Buy
+29,715
New +$1.36M 0.43% 90
2025
Q1 		– Sell
-18,914
Closed -$858K – 142
2024
Q4 		$858K Buy
18,914
+2,370
+14% +$109K 0.39% 88
2024
Q3 		$781K Buy
16,544
+1,738
+12% +$81K 0.37% 84
2024
Q2 		$672K Buy
+14,806
New +$666K 0.31% 94

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 22.96% 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

Thrive Capital Management (Pennsylvania)'s VMBS Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 26% in Q2 2026, buying an estimated $498K and bringing the position to 51,721 shares worth $2.42M. The position accounts for 0.46% of the portfolio, ranked #81.

Thrive Capital Management (Pennsylvania) first reported a position in VMBS in Q2 2024 and has held it in 8 quarters since. 711 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Thrive Capital Management (Pennsylvania) held 51,721 shares of Vanguard Mortgage-Backed Securities ETF worth $2.42M as of Q2 2026.
  • Thrive Capital Management (Pennsylvania) bought 10,648 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $498K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.46% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #81 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2024 and has held it in 8 quarters since.
  • 711 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.