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Arcadia Wealth Management (New Hampshire)’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Arcadia Wealth Management (New Hampshire)’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 		$4.78M Buy
102,116
+7,143
+8% +$334K 1.5% 16
2026
Q1 		$4.46M Buy
94,973
+2,030
+2% +$95.8K 1.61% 16
2025
Q4 		$4.38M Buy
92,943
+285
+0.3% +$13.4K 1.63% 17
2025
Q3 		$4.35M Sell
92,658
-473
-0.5% -$22K 1.73% 15
2025
Q2 		$4.32M Buy
93,131
+2,730
+3% +$125K 1.89% 14
2025
Q1 		$4.19M Buy
90,401
+6,581
+8% +$301K 2.07% 13
2024
Q4 		$3.8M Buy
83,820
+2,842
+4% +$131K 1.92% 13
2024
Q3 		$3.82M Buy
80,978
+7,725
+11% +$360K 2.01% 10
2024
Q2 		$3.33M Buy
73,253
+12,063
+20% +$543K 1.9% 13
2024
Q1 		$2.79M Buy
61,190
+5,668
+10% +$258K 1.72% 13
2023
Q4 		$2.57M Buy
55,522
+3,541
+7% +$157K 1.79% 15
2023
Q3 		$2.28M Buy
51,981
+2,956
+6% +$133K 1.78% 15
2023
Q2 		$2.25M Sell
49,025
-20,347
-29% -$941K 1.66% 15
2023
Q1 		$3.23M Buy
69,372
+5,016
+8% +$233K 2.68% 12
2022
Q4 		$2.93M Buy
+64,356
New +$2.91M 2.57% 13

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

Arcadia Wealth Management (New Hampshire)'s VMBS Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 7.5% in Q2 2026, buying an estimated $334K and bringing the position to 102,116 shares worth $4.78M. The position accounts for 1.5% of the portfolio, ranked #16.

Arcadia Wealth Management (New Hampshire) first reported a position in VMBS in Q4 2022 and has held it in 15 quarters since. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Arcadia Wealth Management (New Hampshire) held 102,116 shares of Vanguard Mortgage-Backed Securities ETF worth $4.78M as of Q2 2026.
  • Arcadia Wealth Management (New Hampshire) bought 7,143 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $334K.
  • Vanguard Mortgage-Backed Securities ETF made up 1.5% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #16 holding.
  • Arcadia Wealth Management (New Hampshire) first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2022 and has held it in 15 quarters since.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.