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

Acorn 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	$347K	Buy	7,417 +123	+2%	+$5.76K	0.08%	207
2026 Q1	$342K	Sell	7,294 -26	-0.4%	-$1.23K	0.1%	178
2025 Q4	$345K	Buy	7,320 +118	+2%	+$5.56K	0.1%	182
2025 Q3	$338K	Sell	7,202 -1,110	-13%	-$51.5K	0.11%	189
2025 Q2	$385K	Buy	+8,312	New	+$380K	0.14%	142
2022 Q3	–	Sell	-4,492	Closed	-$215K	–	165
2022 Q2	$215K	Sell	4,492 -945	-17%	-$45.5K	0.17%	149
2022 Q1	$272K	Sell	5,437 -1,478	-21%	-$75.9K	0.19%	137
2021 Q4	$365K	Buy	6,915 +23	+0.3%	+$1.22K	0.23%	105
2021 Q3	$367K	Buy	6,892 +194	+3%	+$10.4K	0.26%	98
2021 Q2	$357K	Buy	6,698 +1,108	+20%	+$59.2K	0.25%	100
2021 Q1	$298K	Buy	+5,590	New	+$301K	0.21%	111

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

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

Acorn Wealth Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 1.7% in Q2 2026, buying an estimated $5.76K and bringing the position to 7,417 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #207.

Acorn Wealth Advisors first reported a position in VMBS in Q1 2021 and has held it in 11 quarters since. The position peaked at $385K in Q2 2025. 712 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Acorn Wealth Advisors held 7,417 shares of Vanguard Mortgage-Backed Securities ETF worth $347K as of Q2 2026.
Acorn Wealth Advisors bought 123 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $5.76K.
Vanguard Mortgage-Backed Securities ETF made up 0.08% of Acorn Wealth Advisors's portfolio in Q2 2026, its #207 holding.
Acorn Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2021 and has held it in 11 quarters since.
Acorn Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $385K in Q2 2025.
712 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

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