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Alternative Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Alternative Investment 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 		$4.12M Buy
87,940
+8,395
+11% +$393K 1.56% 10
2026
Q1 		$3.73M Buy
79,545
+9,351
+13% +$441K 1.63% 10
2025
Q4 		$3.3M Buy
70,194
+6,167
+10% +$291K 1.42% 10
2025
Q3 		$3.01M Buy
64,027
+7,102
+12% +$330K 1.37% 11
2025
Q2 		$2.64M Buy
56,925
+7,514
+15% +$344K 1.31% 11
2025
Q1 		$2.29M Buy
49,411
+8,828
+22% +$404K 1.21% 15
2024
Q4 		$1.84M Buy
40,583
+11,929
+42% +$549K 0.96% 17
2024
Q3 		$1.35M Buy
28,654
+20,831
+266% +$970K 0.71% 25
2024
Q2 		$355K Buy
+7,823
New +$352K 0.2% 31

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

Alternative Investment Advisors's VMBS Position: Q2 2026 in Review

Alternative Investment Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 11% in Q2 2026, buying an estimated $393K and bringing the position to 87,940 shares worth $4.12M. The position accounts for 1.56% of the portfolio, ranked #10.

Alternative Investment Advisors first reported a position in VMBS in Q2 2024 and has held it in 9 quarters since. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Alternative Investment Advisors held 87,940 shares of Vanguard Mortgage-Backed Securities ETF worth $4.12M as of Q2 2026.
  • Alternative Investment Advisors bought 8,395 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $393K.
  • Vanguard Mortgage-Backed Securities ETF made up 1.56% of Alternative Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • Alternative Investment Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2024 and has held it in 9 quarters since.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Alternative Investment Advisors's 13F filing for Q2 2026, filed 31 Aug 2026.