Israel Discount Bank of New York VMBS — Vanguard ETF/USA

Ownership history in Israel Discount Bank of New York  ·  2 quarters on record

AI Ownership Summary

Israel Discount Bank of New York reported Vanguard ETF/USA (VMBS) in 2 quarterly 13F filings from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 3.7% in 2026 Q3. The latest visible filing shows VMBS at 3.70% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VMBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Israel Discount Bank of New York's position in Vanguard ETF/USA, 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 Q3

VMBS was reported at 3.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.7% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 to 2026 Q3

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 Israel Discount Bank of New York fund profile Israel Discount Bank of New York full holdings
How Israel Discount Bank of New York 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 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 46,100 +45,929 +26859.1% 3.70% $2.0M 2026-10-14 $44.65
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VMBS

As of 2026 Q3 — sorted by position size

Mendota Financial Group, LLC 3Y 6.07% COURIER CAPITAL LLC 3Y 7Y 4.67% Whitcomb & Hess, Inc. 3Y 4.11% Intelligence Driven Advisers, LLC 3Y 3.67% MATHER GROUP, LLC. 3Y 7Y 3.56% Level Financial Advisors 3Y 3.05% Pinnacle Wealth Management Group, Inc. 3Y 3.03% Insight Wealth Strategies, LLC 3Y 7Y 1.75% LifePlan Financial, LLC 1.58% Retirement Wealth Solutions LLC 1.3%

FAQ About Israel Discount Bank of New York and VMBS

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

How long has Israel Discount Bank of New York reported owning VMBS?

Israel Discount Bank of New York reported VMBS across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported VMBS position in Israel Discount Bank of New York's portfolio?

The largest reported portfolio weight for VMBS was 3.70% in 2026 Q3.

What is the latest reported VMBS position on this page?

The most recent filing on this page is 2026 Q3, when Israel Discount Bank of New York reported 46,100 shares, equal to 3.70% of portfolio, with an estimated market value of $2.0M.

What does the chart on this VMBS ownership page compare?

The chart compares Israel Discount Bank of New York'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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