Hirtle & Co., LLC VMBS — VANGUARD MORTGAGE-BACKED SECURITIES ETF

Ownership history in Hirtle & Co., LLC  ·  5 quarters on record

AI Ownership Summary

Hirtle & Co., LLC reported VANGUARD MORTGAGE-BACKED SECURITIES ETF (VMBS) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.12% in 2025 Q2. The latest visible filing shows VMBS at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VMBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hirtle & Co., LLC's position in VANGUARD MORTGAGE-BACKED SECURITIES ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VMBS was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VMBS stock page Hirtle & Co., LLC fund profile Hirtle & Co., LLC full holdings
How Hirtle & Co., LLC held VMBS — position size vs. price
% of Fund (quarterly)    VMBS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 67,313 — 0% 0.11% $3.2M 2026-05-13 $46.69
2025 Q4 UNCHANGED — — — 67,313 — 0% 0.11% $3.2M 2026-02-04 $46.56
2025 Q3 UNCHANGED — — — 67,313 — 0% 0.11% $3.2M 2025-11-13 $46.05
2025 Q2 ADDED — — — 67,313 +3,084 +4.8% 0.12% $3.1M 2025-08-14 $44.90
2025 Q1 INITIATED — — — 64,229 — — 0.12% $3.0M 2025-05-12 $43.64

🏢 Other funds also holding VMBS

As of 2026 Q1 — sorted by position size

POWER WEALTH MANAGEMENT LLC 11.11% Employees' Retirement Fund of the City of Fort Worth 10.83% STERLING INVESTMENT MANAGEMENT, LLC 3Y 7Y 9.26% Bell Investment Advisors, Inc 3Y 7.73% Evergreen Advisors, LLC 3Y 7Y 7.64% Connecticut Capital Management Group, LLC 6.92% Family CFO Inc 3Y 6.79% Cravens & Co Advisors, LLC 3Y 6.54% Mendota Financial Group, LLC 3Y 6.42% eCIO, Inc. 6.23%

FAQ About Hirtle & Co., LLC and VMBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hirtle & Co., LLC reported owning VMBS?

Hirtle & Co., LLC reported VMBS across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported VMBS position in Hirtle & Co., LLC's portfolio?

The largest reported portfolio weight for VMBS was 0.12% in 2025 Q2.

What is the latest reported VMBS position on this page?

The most recent filing on this page is 2026 Q1, when Hirtle & Co., LLC reported 67,313 shares, equal to 0.11% of portfolio, with an estimated market value of $3.2M.

What does the chart on this VMBS ownership page compare?

The chart compares Hirtle & Co., LLC's quarterly VMBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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