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

Alteri Wealth’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	$726K	Buy	15,519 +1,189	+8%	+$55.6K	0.2%	121
2026 Q1	$673K	Buy	14,330 +217	+2%	+$10.2K	0.22%	113
2025 Q4	$664K	Buy	14,113 +763	+6%	+$35.9K	0.22%	116
2025 Q3	$627K	Buy	13,350 +976	+8%	+$45.3K	0.22%	116
2025 Q2	$573K	Buy	12,374 +592	+5%	+$27.1K	0.22%	115
2025 Q1	$546K	Buy	11,782 +794	+7%	+$36.3K	0.24%	102
2024 Q4	$498K	Buy	+10,988	New	+$505K	0.14%	119

Other funds holding VMBS

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Alteri Wealth's VMBS Position: Q2 2026 in Review

Alteri Wealth increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 8.3% in Q2 2026, buying an estimated $55.6K and bringing the position to 15,519 shares worth $726K. The position accounts for 0.2% of the portfolio, ranked #121.

Alteri Wealth first reported a position in VMBS in Q4 2024 and has held it in 7 quarters since. 321 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Alteri Wealth held 15,519 shares of Vanguard Mortgage-Backed Securities ETF worth $726K as of Q2 2026.
Alteri Wealth bought 1,189 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $55.6K.
Vanguard Mortgage-Backed Securities ETF made up 0.2% of Alteri Wealth's portfolio in Q2 2026, its #121 holding.
Alteri Wealth first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 7 quarters since.
321 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.