Apella Capital’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Apella Capital’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	$598K	Buy	12,871 +3	+0%	+$140	0.01%	443
2026 Q1	$608K	Buy	12,868 +3	+0%	+$142	0.01%	425
2025 Q4	$606K	Buy	+12,865	New	+$606K	0.01%	332
2022 Q4	$208K	Buy	+4,572	New	+$207K	0.02%	222
2022 Q1	–	Sell	-3,983	Closed	-$210K	–	225
2021 Q4	$210K	Sell	3,983 -1,792	-31%	-$95K	0.03%	194
2021 Q3	$308K	Sell	5,775 -3,281	-36%	-$175K	0.04%	159
2021 Q2	$483K	Buy	+9,056	New	+$484K	0.08%	137

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

Apella Capital's VMBS Position: Q2 2026 in Review

Apella Capital increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.02% in Q2 2026, buying an estimated $140 and bringing the position to 12,871 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #443.

Apella Capital first reported a position in VMBS in Q2 2021 and has held it in 7 quarters since. The position peaked at $608K in Q1 2026. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Apella Capital held 12,871 shares of Vanguard Mortgage-Backed Securities ETF worth $598K as of Q2 2026.
Apella Capital bought 3 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $140.
Vanguard Mortgage-Backed Securities ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #443 holding.
Apella Capital first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2021 and has held it in 7 quarters since.
Apella Capital's Vanguard Mortgage-Backed Securities ETF position peaked at $608K in Q1 2026.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.