1620 Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

1620 Investment Advisors’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	$48.1K	Hold	1,028	–	–	0.03%	328
2026 Q1	$48.3K	Hold	1,028	–	–	0.03%	309
2025 Q4	$48.4K	Hold	1,028	–	–	0.03%	305
2025 Q3	$48.3K	Hold	1,028	–	–	0.03%	296
2025 Q2	$47.6K	Hold	1,028	–	–	0.03%	309
2025 Q1	$47.6K	Hold	1,028	–	–	0.04%	302
2024 Q4	$46.6K	Hold	1,028	–	–	0.04%	311
2024 Q3	$48.5K	Sell	1,028 -950	-48%	-$44.3K	0.04%	306
2024 Q2	$89.8K	Buy	+1,978	New	+$89K	0.07%	233

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1620 Investment Advisors's VMBS Position: Q2 2026 in Review

1620 Investment Advisors held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 1,028 shares worth $48.1K. The position accounts for 0.03% of the portfolio, ranked #328.

1620 Investment Advisors first reported a position in VMBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $89.8K in Q2 2024. 711 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

1620 Investment Advisors held 1,028 shares of Vanguard Mortgage-Backed Securities ETF worth $48.1K as of Q2 2026.
1620 Investment Advisors left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up 0.03% of 1620 Investment Advisors's portfolio in Q2 2026, its #328 holding.
1620 Investment Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $89.8K in Q2 2024.
711 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.