A4 Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

A4 Wealth 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 Q3	$214K	Sell	4,821 -35,311	-88%	-$1.62M	0.14%	70
2026 Q2	$1.88M	Buy	40,132 +9,413	+31%	+$440K	1.25%	18
2026 Q1	$1.44M	Buy	30,719 +6,275	+26%	+$296K	1.18%	21
2025 Q4	$1.15M	Buy	24,444 +9,051	+59%	+$426K	1%	23
2025 Q3	$723K	Buy	+15,393	New	+$715K	0.61%	43

Other funds holding VMBS

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

A4 Wealth Advisors's VMBS Position: Q3 2026 in Review

A4 Wealth Advisors reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 88% in Q3 2026, selling an estimated $1.62M and leaving 4,821 shares worth $214K. The position accounts for 0.14% of the portfolio, ranked #70.

A4 Wealth Advisors first reported a position in VMBS in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.88M in Q2 2026. 359 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

A4 Wealth Advisors held 4,821 shares of Vanguard Mortgage-Backed Securities ETF worth $214K as of Q3 2026.
A4 Wealth Advisors sold 35,311 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $1.62M.
Vanguard Mortgage-Backed Securities ETF made up 0.14% of A4 Wealth Advisors's portfolio in Q3 2026, its #70 holding.
A4 Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2025 and has held it in 5 quarters since.
A4 Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $1.88M in Q2 2026.
359 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.