Robinswood Financial LLC VMBS β€” VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES

Ownership history in Robinswood Financial LLC  Β·  1 quarter on record

AI Ownership Summary

Robinswood Financial LLC reported VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES (VMBS) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 19.74% in 2026 Q1. The latest visible filing shows VMBS at 19.74% 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 Robinswood Financial LLC's position in VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES, 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 19.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
19.74% in 2026 Q1

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

Time in book
Holding Window
2026 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.

How Robinswood Financial 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 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 333,647 β€” β€” 19.74% $15.7M 2026-06-09 $46.51

FAQ About Robinswood Financial 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 Robinswood Financial LLC reported owning VMBS?

Robinswood Financial LLC reported VMBS across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported VMBS position in Robinswood Financial LLC's portfolio?

The largest reported portfolio weight for VMBS was 19.74% in 2026 Q1.

What is the latest reported VMBS position on this page?

The most recent filing on this page is 2026 Q1, when Robinswood Financial LLC reported 333,647 shares, equal to 19.74% of portfolio, with an estimated market value of $15.7M.

What does the chart on this VMBS ownership page compare?

The chart compares Robinswood Financial 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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