XY Planning Network
VMBS icon

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
Q3 		$613K Buy
13,794
+3,567
+35% +$164K 0.07% 212
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

XY Planning Network's VMBS Position: Q3 2026 in Review

XY Planning Network increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 35% in Q3 2026, buying an estimated $164K and bringing the position to 13,794 shares worth $613K. The position accounts for 0.07% of the portfolio, ranked #212.

XY Planning Network first reported a position in VMBS in Q1 2026 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • XY Planning Network held 13,794 shares of Vanguard Mortgage-Backed Securities ETF worth $613K as of Q3 2026.
  • XY Planning Network bought 3,567 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $164K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.07% of XY Planning Network's portfolio in Q3 2026, its #212 holding.
  • XY Planning Network first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2026 and has held it in 3 quarters since.
  • 192 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.