Hirtle Callaghan & Co LLC VMBS β€” VANGUARD MORTGAGE-BACKED SECURITIES ETF

Ownership history in Hirtle Callaghan & Co LLC  Β·  4 quarters on record

AI Ownership Summary

Hirtle Callaghan & Co LLC reported VANGUARD MORTGAGE-BACKED SECURITIES ETF (VMBS) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. 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 Callaghan & 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
2025 Q4

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 2025 Q4

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.

How Hirtle Callaghan & Co LLC held VMBS β€” position size vs. price
% of Fund (quarterly)    VMBS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 67,313 β€” 0% 0.11% $3.2M 2026-02-14 (Est.) $47.21
2025 Q3 UNCHANGED β€” β€” β€” 67,313 β€” 0% 0.11% $3.2M 2025-11-13 $46.05
2025 Q2 ADDED β€” β€” β€” 67,313 +3,084 +4.8% 0.12% $3.1M 2025-08-14 $44.90
2025 Q1 INITIATED β€” β€” β€” 64,229 β€” β€” 0.12% $3.0M 2025-05-12 $43.64

FAQ About Hirtle Callaghan & 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 Callaghan & Co LLC reported owning VMBS?

Hirtle Callaghan & Co LLC reported VMBS across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported VMBS position in Hirtle Callaghan & 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 2025 Q4, when Hirtle Callaghan & 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 Callaghan & 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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