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Ally Invest Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Ally Invest 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
Q1 		$68.2M Buy
1,452,239
+101,460
+8% +$4.79M 4.59% 7
2025
Q4 		$63.6M Buy
1,350,779
+53,416
+4% +$2.52M 4.39% 7
2025
Q3 		$60.9M Buy
1,297,363
+63,854
+5% +$2.96M 4.37% 7
2025
Q2 		$57.2M Buy
1,233,509
+26,649
+2% +$1.22M 4.46% 7
2025
Q1 		$55.9M Buy
1,206,860
+23,256
+2% +$1.06M 4.79% 7
2024
Q4 		$53.7M Buy
1,183,604
+57,400
+5% +$2.64M 4.65% 7
2024
Q3 		$53.2M Buy
1,126,204
+34,369
+3% +$1.6M 4.71% 7
2024
Q2 		$49.6M Buy
1,091,835
+36,601
+3% +$1.65M 4.76% 7
2024
Q1 		$48.1M Buy
1,055,234
+27,069
+3% +$1.23M 4.78% 7
2023
Q4 		$47.7M Sell
1,028,165
-6,293
-0.6% -$278K 5.08% 6
2023
Q3 		$45.3M Buy
1,034,458
+17,533
+2% +$790K 5.3% 6
2023
Q2 		$46.8M Buy
1,016,925
+913
+0.1% +$42.2K 5.34% 6
2023
Q1 		$47.3M Buy
1,016,012
+729
+0.1% +$33.8K 5.59% 6
2022
Q4 		$46.2M Sell
1,015,283
-5,043
-0.5% -$228K 5.8% 6
2022
Q3 		$46M Buy
1,020,326
+1,863
+0.2% +$88.7K 6.23% 6
2022
Q2 		$48.7M Sell
1,018,463
-26,886
-3% -$1.29M 6.34% 6
2022
Q1 		$52.4M Buy
1,045,349
+18,566
+2% +$953K 6.03% 6
2021
Q4 		$54.3M Buy
1,026,783
+74,528
+8% +$3.95M 6.12% 6
2021
Q3 		$50.7M Buy
952,255
+110,292
+13% +$5.89M 6.38% 6
2021
Q2 		$44.9M Buy
841,963
+129,405
+18% +$6.92M 6.21% 6
2021
Q1 		$38M Buy
712,558
+157,412
+28% +$8.47M 6.33% 6
2020
Q4 		$30M Buy
555,146
+108,869
+24% +$5.89M 6.21% 6
2020
Q3 		$24.2M Buy
446,277
+74,833
+20% +$4.07M 6.45% 6
2020
Q2 		$20.2M Buy
371,444
+39,799
+12% +$2.17M 6.25% 6
2020
Q1 		$18.1M Buy
331,645
+20,527
+7% +$1.1M 6.79% 6
2019
Q4 		$16.5M Buy
311,118
+46,393
+18% +$2.47M 6.26% 6
2019
Q3 		$14.1M Buy
264,725
+33,021
+14% +$1.75M 6.58% 6
2019
Q2 		$12.2M Buy
231,704
+27,463
+13% +$1.44M 6.66% 7
2019
Q1 		$10.7M Buy
204,241
+27,173
+15% +$1.41M 6.92% 7
2018
Q4 		$9.12M Buy
+177,068
New +$8.99M 7.38% 6

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ally Invest Advisors's VMBS Position: Q1 2026 in Review

Ally Invest Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 7.5% in Q1 2026, buying an estimated $4.79M and bringing the position to 1,452,239 shares worth $68.2M. The position accounts for 4.59% of the portfolio, ranked #7.

Ally Invest Advisors first reported a position in VMBS in Q4 2018 and has held it in 30 quarters since. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Ally Invest Advisors held 1,452,239 shares of Vanguard Mortgage-Backed Securities ETF worth $68.2M as of Q1 2026.
  • Ally Invest Advisors bought 101,460 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $4.79M.
  • Vanguard Mortgage-Backed Securities ETF made up 4.59% of Ally Invest Advisors's portfolio in Q1 2026, its #7 holding.
  • Ally Invest Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2018 and has held it in 30 quarters since.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.