Arax Advisory Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Arax Advisory 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	$1.75M	Buy	37,289 +33,085	+787%	+$1.55M	0.01%	915
2026 Q1	$197K	Buy	4,204 +549	+15%	+$25.9K	0.01%	1082
2025 Q4	$172K	Buy	+3,655	New	+$172K	0.01%	1100
2025 Q3	–	Sell	-105	Closed	-$4.89K	–	4298
2025 Q2	$4.89K	Hold	105	–	–	﹤0.01%	2258
2025 Q1	$4.87K	Buy	105 +73	+228%	+$3.34K	﹤0.01%	1790
2024 Q4	$1.46K	Buy	+32	New	+$1.47K	﹤0.01%	2084
2023 Q4	–	Sell	-267	Closed	-$11.7K	–	1436
2023 Q3	$11.7K	Buy	+267	New	+$12K	﹤0.01%	690
2023 Q1	–	Sell	-69	Closed	-$3.14K	–	1312
2022 Q4	$3.14K	Buy	+69	New	+$3.12K	﹤0.01%	887
2022 Q2	–	Sell	-249	Closed	-$12K	–	1249
2022 Q1	$12K	Hold	249	–	–	﹤0.01%	635
2021 Q4	$13K	Buy	+249	New	+$13.2K	﹤0.01%	624

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

Arax Advisory Partners's VMBS Position: Q2 2026 in Review

Arax Advisory Partners increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 787% in Q2 2026, buying an estimated $1.55M and bringing the position to 37,289 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #915.

Arax Advisory Partners first reported a position in VMBS in Q4 2021 and has held it in 10 quarters since. 707 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Arax Advisory Partners held 37,289 shares of Vanguard Mortgage-Backed Securities ETF worth $1.75M as of Q2 2026.
Arax Advisory Partners bought 33,085 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.55M.
Vanguard Mortgage-Backed Securities ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #915 holding.
Arax Advisory Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2021 and has held it in 10 quarters since.
707 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.