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United Financial Planning Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

United Financial Planning Group’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
-29
Closed -$1.36K – 634
2025
Q4 		$1.36K Hold
29
– – ﹤0.01% 349
2025
Q3 		$1.36K Buy
+29
New +$1.35K ﹤0.01% 196

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

United Financial Planning Group's VMBS Position: Q1 2026 in Review

United Financial Planning Group sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2026, closing a stake of 29 shares — an estimated $1.36K sold.

United Financial Planning Group first reported a position in VMBS in Q3 2025 and held it in 2 quarters. The position peaked at $1.36K in Q4 2025. 712 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • United Financial Planning Group reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 29 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $1.36K.
  • United Financial Planning Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2025 and held it in 2 quarters.
  • United Financial Planning Group's Vanguard Mortgage-Backed Securities ETF position peaked at $1.36K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.