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 Q3	$880K	Buy	19,906 +7,035	+55%	+$323K	0.01%	414
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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Apella Capital's VMBS Position: Q3 2026 in Review

Apella Capital increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 55% in Q3 2026, buying an estimated $323K and bringing the position to 19,906 shares worth $880K. The position accounts for 0.01% of the portfolio, ranked #414.

Apella Capital first reported a position in VMBS in Q2 2021 and has held it in 8 quarters since. 228 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

Apella Capital held 19,906 shares of Vanguard Mortgage-Backed Securities ETF worth $880K as of Q3 2026.
Apella Capital bought 7,035 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $323K.
Vanguard Mortgage-Backed Securities ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #414 holding.
Apella Capital first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2021 and has held it in 8 quarters since.
228 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.