AmeriFlex Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

AmeriFlex Group’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	$3.28K	Buy	70 +27	+63%	+$1.26K	﹤0.01%	1141
2026 Q1	$2.02K	Hold	43	–	–	﹤0.01%	954
2025 Q4	$2.02K	Sell	43 -1	-2%	-$47	﹤0.01%	994
2025 Q3	$2.07K	Sell	44 -1,108	-96%	-$51.4K	﹤0.01%	973
2025 Q2	$53.4K	Sell	1,152 -9	-0.8%	-$412	0.03%	371
2025 Q1	$53.8K	Sell	1,161 -2,445	-68%	-$112K	0.02%	448
2024 Q4	$164K	Buy	+3,606	New	+$166K	0.08%	222

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

AmeriFlex Group's VMBS Position: Q2 2026 in Review

AmeriFlex Group increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 63% in Q2 2026, buying an estimated $1.26K and bringing the position to 70 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

AmeriFlex Group first reported a position in VMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $164K in Q4 2024. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

AmeriFlex Group held 70 shares of Vanguard Mortgage-Backed Securities ETF worth $3.28K as of Q2 2026.
AmeriFlex Group bought 27 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.26K.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #1141 holding.
AmeriFlex Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Vanguard Mortgage-Backed Securities ETF position peaked at $164K in Q4 2024.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.