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1834 Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

1834 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 		$16.1M Buy
344,888
+23,090
+7% +$1.08M 1.83% 14
2026
Q1 		$15.1M Buy
321,798
+45,716
+17% +$2.16M 1.89% 14
2025
Q4 		$13M Buy
276,082
+5,916
+2% +$279K 1.63% 16
2025
Q3 		$12.7M Buy
270,166
+16,663
+7% +$774K 1.56% 16
2025
Q2 		$11.7M Buy
253,503
+4,390
+2% +$201K 1.49% 14
2025
Q1 		$11.5M Buy
249,113
+41,062
+20% +$1.88M 1.49% 15
2024
Q4 		$9.43M Buy
208,051
+12,757
+7% +$587K 1.19% 16
2024
Q3 		$9.22M Buy
195,294
+37,049
+23% +$1.73M 1.07% 21
2024
Q2 		$7.18M Buy
158,245
+7,087
+5% +$319K 0.87% 32
2024
Q1 		$6.89M Buy
151,158
+416
+0.3% +$19K 0.82% 39
2023
Q4 		$6.99M Sell
150,742
-11,559
-7% -$511K 0.83% 35
2023
Q3 		$7.11M Sell
162,301
-180,523
-53% -$8.13M 0.88% 32
2023
Q2 		$15.8M Buy
342,824
+81,095
+31% +$3.75M 1.88% 12
2023
Q1 		$12.2M Buy
261,729
+234,544
+863% +$10.9M 1.46% 14
2022
Q4 		$1.24M Buy
27,185
+13,338
+96% +$604K 0.18% 88
2022
Q3 		$624K Buy
13,847
+13,617
+5,920% +$648K 0.09% 112
2022
Q2 		$11K Buy
+230
New +$11.1K ﹤0.01% 371
2019
Q4 		– Sell
-74
Closed -$4K – 491
2019
Q3 		$4K Sell
74
-378
-84% -$20K ﹤0.01% 432
2019
Q2 		$24K Buy
+452
New +$23.6K ﹤0.01% 329

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1834 Investment Advisors's VMBS Position: Q2 2026 in Review

1834 Investment Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 7.2% in Q2 2026, buying an estimated $1.08M and bringing the position to 344,888 shares worth $16.1M. The position accounts for 1.83% of the portfolio, ranked #14.

1834 Investment Advisors first reported a position in VMBS in Q2 2019 and has held it in 19 quarters since. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • 1834 Investment Advisors held 344,888 shares of Vanguard Mortgage-Backed Securities ETF worth $16.1M as of Q2 2026.
  • 1834 Investment Advisors bought 23,090 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.08M.
  • Vanguard Mortgage-Backed Securities ETF made up 1.83% of 1834 Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • 1834 Investment Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2019 and has held it in 19 quarters since.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.