YIM
VMBS icon

Yoffe Investment Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Yoffe Investment Management’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 		$236K Hold
5,051
– – 0.27% 102
2026
Q1 		$237K Hold
5,051
– – 0.3% 103
2025
Q4 		$238K Hold
5,051
– – 0.3% 101
2025
Q3 		$237K Hold
5,051
– – 0.31% 101
2025
Q2 		$234K Hold
5,051
– – 0.32% 101
2025
Q1 		$234K Hold
5,051
– – 0.34% 101
2024
Q4 		$229K Buy
+5,051
New +$232K 0.34% 99

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

Yoffe Investment Management's VMBS Position: Q2 2026 in Review

Yoffe Investment Management held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 5,051 shares worth $236K. The position accounts for 0.27% of the portfolio, ranked #102.

Yoffe Investment Management first reported a position in VMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $238K in Q4 2025. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Yoffe Investment Management held 5,051 shares of Vanguard Mortgage-Backed Securities ETF worth $236K as of Q2 2026.
  • Yoffe Investment Management left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up 0.27% of Yoffe Investment Management's portfolio in Q2 2026, its #102 holding.
  • Yoffe Investment Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 7 quarters since.
  • Yoffe Investment Management's Vanguard Mortgage-Backed Securities ETF position peaked at $238K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.