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Venture Visionary Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Venture Visionary 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
Q3 		$430K Sell
9,688
-93
-1% -$4.27K 0.01% 496
2026
Q2 		$458K Buy
+9,781
New +$458K 0.01% 488

Other funds holding VMBS

IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Venture Visionary Partners's VMBS Position: Q3 2026 in Review

Venture Visionary Partners reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.95% in Q3 2026, selling an estimated $4.27K and leaving 9,688 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #496.

Venture Visionary Partners first reported a position in VMBS in Q2 2026 and has held it in 2 quarters since. The position peaked at $458K in Q2 2026. 39 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Venture Visionary Partners held 9,688 shares of Vanguard Mortgage-Backed Securities ETF worth $430K as of Q3 2026.
  • Venture Visionary Partners sold 93 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $4.27K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #496 holding.
  • Venture Visionary Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2026 and has held it in 2 quarters since.
  • Venture Visionary Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $458K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.