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Accel Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Accel Wealth Management’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 		$1.4M Buy
29,933
+7,984
+36% +$374K 0.32% 77
2026
Q1 		$1.03M Buy
21,949
+2,515
+13% +$119K 0.27% 93
2025
Q4 		$915K Sell
19,434
-2,258
-10% -$106K 0.25% 95
2025
Q3 		$1.02M Sell
21,692
-699
-3% -$32.5K 0.3% 85
2025
Q2 		$1.04M Buy
22,391
+879
+4% +$40.2K 0.35% 71
2025
Q1 		$996K Sell
21,512
-1,461
-6% -$66.8K 0.36% 75
2024
Q4 		$1.04M Buy
22,973
+3,739
+19% +$172K 0.39% 63
2024
Q3 		$908K Buy
+19,234
New +$896K 0.34% 74
2023
Q2 		– Sell
-1,146
Closed -$53.3K – 846
2023
Q1 		$53.3K Sell
1,146
-157
-12% -$7.29K 0.02% 462
2022
Q4 		$59.3K Buy
1,303
+162
+14% +$7.33K 0.03% 328
2022
Q3 		$52K Buy
1,141
+1
+0.1% +$48 0.03% 356
2022
Q2 		$55K Buy
1,140
+2
+0.2% +$96 0.03% 330
2022
Q1 		$57K Buy
1,138
+1
+0.1% +$51 0.03% 344
2021
Q4 		$60K Sell
1,137
-2,340
-67% -$124K 0.03% 350
2021
Q3 		$185K Sell
3,477
-330
-9% -$17.6K 0.12% 144
2021
Q2 		$203K Sell
3,807
-5
-0.1% -$267 0.13% 143
2021
Q1 		$203K Buy
3,812
+2,710
+246% +$146K 0.16% 132
2020
Q4 		$60K Buy
+1,102
New +$59.6K 0.06% 268

Other funds holding VMBS

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PG
Proffitt & Goodson Knoxville, Tennessee $728M AUM 18.62% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Accel Wealth Management's VMBS Position: Q2 2026 in Review

Accel Wealth Management increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 36% in Q2 2026, buying an estimated $374K and bringing the position to 29,933 shares worth $1.4M. The position accounts for 0.32% of the portfolio, ranked #77.

Accel Wealth Management first reported a position in VMBS in Q4 2020 and has held it in 18 quarters since. 176 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Accel Wealth Management held 29,933 shares of Vanguard Mortgage-Backed Securities ETF worth $1.4M as of Q2 2026.
  • Accel Wealth Management bought 7,984 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $374K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.32% of Accel Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Accel Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2020 and has held it in 18 quarters since.
  • 176 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.