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Anchor Investment Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Anchor Investment Management’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 		$17.4K Hold
371
– – ﹤0.01% 794
2026
Q1 		$17.4K Hold
371
– – ﹤0.01% 755
2025
Q4 		$17.5K Hold
371
– – ﹤0.01% 744
2025
Q3 		$17.4K Hold
371
– – ﹤0.01% 744
2025
Q2 		$17.2K Buy
+371
New +$17K ﹤0.01% 739
2022
Q4 		– Sell
-777
Closed -$35K – 987
2022
Q3 		$35K Hold
777
– – 0.01% 561
2022
Q2 		$37.1K Buy
+777
New +$37.4K 0.01% 574

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

Anchor Investment Management's VMBS Position: Q2 2026 in Review

Anchor Investment Management held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 371 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Anchor Investment Management first reported a position in VMBS in Q2 2022 and has held it in 7 quarters since. The position peaked at $37.1K in Q2 2022. 713 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Anchor Investment Management held 371 shares of Vanguard Mortgage-Backed Securities ETF worth $17.4K as of Q2 2026.
  • Anchor Investment Management left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #794 holding.
  • Anchor Investment Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2022 and has held it in 7 quarters since.
  • Anchor Investment Management's Vanguard Mortgage-Backed Securities ETF position peaked at $37.1K in Q2 2022.
  • 713 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.