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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
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

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

A4 Wealth Advisors's VMBS Position: Q2 2026 in Review

A4 Wealth Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 31% in Q2 2026, buying an estimated $440K and bringing the position to 40,132 shares worth $1.88M. The position accounts for 1.25% of the portfolio, ranked #18.

A4 Wealth Advisors first reported a position in VMBS in Q3 2025 and has held it in 4 quarters since. 712 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • A4 Wealth Advisors held 40,132 shares of Vanguard Mortgage-Backed Securities ETF worth $1.88M as of Q2 2026.
  • A4 Wealth Advisors bought 9,413 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $440K.
  • Vanguard Mortgage-Backed Securities ETF made up 1.25% of A4 Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • A4 Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • 712 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.