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XY Planning Network’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

XY Planning Network’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 		$479K Buy
10,227
+5,098
+99% +$239K 0.06% 217
2026
Q1 		$240K Buy
+5,129
New +$242K 0.04% 255

Other funds holding VMBS

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

XY Planning Network's VMBS Position: Q2 2026 in Review

XY Planning Network increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 99% in Q2 2026, buying an estimated $239K and bringing the position to 10,227 shares worth $479K. The position accounts for 0.06% of the portfolio, ranked #217.

XY Planning Network first reported a position in VMBS in Q1 2026 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • XY Planning Network held 10,227 shares of Vanguard Mortgage-Backed Securities ETF worth $479K as of Q2 2026.
  • XY Planning Network bought 5,098 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $239K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.06% of XY Planning Network's portfolio in Q2 2026, its #217 holding.
  • XY Planning Network first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.