Alvarez & Marsal Private Wealth Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Alvarez & Marsal Private Wealth Partners’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	$701K	Hold	14,981	–	–	0.09%	43
2026 Q1	$703K	Hold	14,981	–	–	0.1%	48
2025 Q4	$705K	Buy	+14,981	New	+$706K	0.14%	37

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's VMBS Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 14,981 shares worth $701K. The position accounts for 0.09% of the portfolio, ranked #43.

Alvarez & Marsal Private Wealth Partners first reported a position in VMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $705K in Q4 2025. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Alvarez & Marsal Private Wealth Partners held 14,981 shares of Vanguard Mortgage-Backed Securities ETF worth $701K as of Q2 2026.
Alvarez & Marsal Private Wealth Partners left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up 0.09% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #43 holding.
Alvarez & Marsal Private Wealth Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
Alvarez & Marsal Private Wealth Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $705K in Q4 2025.
706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.