Arkadios Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Arkadios Wealth Advisors’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	–	Sell	-5,136	Closed	-$241K	–	1884
2026 Q1	$241K	Sell	5,136 -2,243	-30%	-$106K	﹤0.01%	1475
2025 Q4	$347K	Sell	7,379 -183	-2%	-$8.62K	0.01%	1180
2025 Q3	$355K	Buy	+7,562	New	+$351K	0.01%	1091
2023 Q3	–	Sell	-5,211	Closed	-$240K	–	746
2023 Q2	$240K	Buy	5,211 +635	+14%	+$29.4K	0.03%	508
2023 Q1	$213K	Buy	+4,576	New	+$212K	0.03%	551
2021 Q4	–	Sell	-913	Closed	-$48K	–	1745
2021 Q3	$48K	Sell	913 -207	-18%	-$11.1K	0.01%	886
2021 Q2	$59K	Buy	1,120 +66	+6%	+$3.53K	0.01%	871
2021 Q1	$56K	Buy	+1,054	New	+$56.7K	0.01%	664
2020 Q1	–	Sell	-32	Closed	-$1.72K	–	1306
2019 Q4	$1.72K	Buy	+32	New	+$1.7K	﹤0.01%	836

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

Arkadios Wealth Advisors's VMBS Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026, closing a stake of 5,136 shares — an estimated $241K sold.

Arkadios Wealth Advisors first reported a position in VMBS in Q4 2019 and held it in 9 quarters. The position peaked at $355K in Q3 2025. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Arkadios Wealth Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 5,136 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $241K.
Arkadios Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2019 and held it in 9 quarters.
Arkadios Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $355K in Q3 2025.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.