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Advyzon Investment Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Advyzon Investment 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 		$761K Buy
16,262
+1,439
+10% +$67.3K 0.06% 330
2026
Q1 		$696K Buy
14,823
+2,850
+24% +$135K 0.06% 301
2025
Q4 		$564K Buy
11,973
+3,978
+50% +$187K 0.07% 292
2025
Q3 		$375K Buy
7,995
+2,288
+40% +$106K 0.06% 273
2025
Q2 		$264K Buy
+5,707
New +$261K 0.06% 302

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

Advyzon Investment Management's VMBS Position: Q2 2026 in Review

Advyzon Investment Management increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 9.7% in Q2 2026, buying an estimated $67.3K and bringing the position to 16,262 shares worth $761K. The position accounts for 0.06% of the portfolio, ranked #330.

Advyzon Investment Management first reported a position in VMBS in Q2 2025 and has held it in 5 quarters since. 707 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Advyzon Investment Management held 16,262 shares of Vanguard Mortgage-Backed Securities ETF worth $761K as of Q2 2026.
  • Advyzon Investment Management bought 1,439 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $67.3K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #330 holding.
  • Advyzon Investment Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2025 and has held it in 5 quarters since.
  • 707 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.