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

Triad Wealth Partners’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 		$23M Buy
+499,229
New +$23.4M 1.35% 14
2024
Q3 		– Sell
-1,177
Closed -$53.4K – 900
2024
Q2 		$53.4K Buy
+1,177
New +$52.9K 0.03% 222

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

Triad Wealth Partners's VMBS Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026: 499,229 shares worth $23M. The stake represents 1.35% of the portfolio and ranks #14 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in VMBS as recently as Q2 2024.

Triad Wealth Partners first reported a position in VMBS in Q2 2024 and has held it in 2 quarters since. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Triad Wealth Partners held 499,229 shares of Vanguard Mortgage-Backed Securities ETF worth $23M as of Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF was a new Triad Wealth Partners position in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up 1.35% of Triad Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • Triad Wealth Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2024 and has held it in 2 quarters since.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.