Advisornet Financial’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.55M | Sell |
32,964
-4,504
| -12% | -$213K | 0.08% | 195 |
|
|
2025
Q4 | $1.76M | Sell |
37,468
-4,022
| -10% | -$189K | 0.09% | 190 |
|
|
2025
Q3 | $1.95M | Sell |
41,490
-6,171
| -13% | -$286K | 0.11% | 163 |
|
|
2025
Q2 | $2.21M | Buy |
47,661
+846
| +2% | +$38.7K | 0.14% | 146 |
|
|
2025
Q1 | $2.17M | Sell |
46,815
-558
| -1% | -$25.5K | 0.16% | 147 |
|
|
2024
Q4 | $2.15M | Sell |
47,373
-2,861
| -6% | -$132K | 0.18% | 121 |
|
|
2024
Q3 | $2.37M | Buy |
50,234
+1,195
| +2% | +$55.7K | 0.18% | 128 |
|
|
2024
Q2 | $2.23M | Sell |
49,039
-997
| -2% | -$44.8K | 0.2% | 117 |
|
|
2024
Q1 | $2.28M | Buy |
50,036
+250
| +0.5% | +$11.4K | 0.22% | 110 |
|
|
2023
Q4 | $2.31M | Buy |
49,786
+2,794
| +6% | +$124K | 0.21% | 114 |
|
|
2023
Q3 | $2.06M | Buy |
46,992
+7,698
| +20% | +$347K | 0.19% | 118 |
|
|
2023
Q2 | $1.81M | Buy |
39,294
+10,583
| +37% | +$490K | 0.15% | 147 |
|
|
2023
Q1 | $1.34M | Buy |
28,711
+28,700
| +260,909% | +$1.33M | 0.12% | 176 |
|
|
2022
Q4 | $501 | Sell |
11
-1,138
| -99% | -$51.5K | ﹤0.01% | 2027 |
|
|
2022
Q3 | $52K | Buy |
1,149
+949
| +475% | +$45.2K | 0.01% | 838 |
|
|
2022
Q2 | $10K | Sell |
200
-2,277
| -92% | -$110K | ﹤0.01% | 1352 |
|
|
2022
Q1 | $124K | Sell |
2,477
-88
| -3% | -$4.52K | 0.01% | 678 |
|
|
2021
Q4 | $136K | Buy |
2,565
+3
| +0.1% | +$159 | 0.01% | 697 |
|
|
2021
Q3 | $137K | Buy |
2,562
+162
| +7% | +$8.66K | 0.01% | 686 |
|
|
2021
Q2 | $128K | Hold |
2,400
| – | – | 0.01% | 707 |
|
|
2021
Q1 | $128K | Hold |
2,400
| – | – | 0.01% | 685 |
|
|
2020
Q4 | $130K | Sell |
2,400
-127
| -5% | -$6.87K | 0.01% | 617 |
|
|
2020
Q3 | $137K | Sell |
2,527
-119,732
| -98% | -$6.51M | 0.01% | 592 |
|
|
2020
Q2 | $6.65M | Buy |
122,259
+30,531
| +33% | +$1.66M | 0.54% | 39 |
|
|
2020
Q1 | $5M | Buy |
91,728
+91,289
| +20,795% | +$4.88M | 0.46% | 51 |
|
|
2019
Q4 | $23K | Hold |
439
| – | – | ﹤0.01% | 1153 |
|
|
2019
Q3 | $23K | Buy |
439
+210
| +92% | +$11.1K | ﹤0.01% | 1153 |
|
|
2019
Q2 | $12K | Buy |
229
+102
| +80% | +$5.34K | ﹤0.01% | 1190 |
|
|
2019
Q1 | $7K | Sell |
127
-38
| -23% | -$1.97K | ﹤0.01% | 1266 |
|
|
2018
Q4 | $8K | Hold |
165
| – | – | ﹤0.01% | 1157 |
|
|
2018
Q3 | $8K | Buy |
165
+38
| +30% | +$1.95K | ﹤0.01% | 1197 |
|
|
2018
Q2 | $7K | Sell |
127
-24
| -16% | -$1.23K | ﹤0.01% | 1235 |
|
|
2018
Q1 | $8K | Hold |
151
| – | – | ﹤0.01% | 1149 |
|
|
2017
Q4 | $8K | Buy |
+151
| New | +$7.95K | ﹤0.01% | 1045 |
|
Other funds holding VMBS
MG
Advisornet Financial's VMBS Position: Q1 2026 in Review
Advisornet Financial reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 12% in Q1 2026, selling an estimated $213K and leaving 32,964 shares worth $1.55M. The position accounts for 0.08% of the portfolio, ranked #195.
Advisornet Financial first reported a position in VMBS in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.65M in Q2 2020. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.
- Advisornet Financial held 32,964 shares of Vanguard Mortgage-Backed Securities ETF worth $1.55M as of Q1 2026.
- Advisornet Financial sold 4,504 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $213K.
- Vanguard Mortgage-Backed Securities ETF made up 0.08% of Advisornet Financial's portfolio in Q1 2026, its #195 holding.
- Advisornet Financial first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's Vanguard Mortgage-Backed Securities ETF position peaked at $6.65M in Q2 2020.
- 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.