Arrowroot Family Office’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Arrowroot Family Office’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	$7.74M	Buy	165,388 +22,842	+16%	+$1.07M	2.22%	9
2026 Q1	$6.69M	Buy	142,546 +44,996	+46%	+$2.12M	2.21%	11
2025 Q4	$4.59M	Buy	97,550 +41,592	+74%	+$1.96M	1.67%	18
2025 Q3	$2.63M	Buy	55,958 +218	+0.4%	+$10.1K	1.05%	25
2025 Q2	$2.58M	Buy	+55,740	New	+$2.55M	1.16%	24
2024 Q4	$1.86M	Buy	40,925 +5,727	+16%	+$263K	0.97%	27
2024 Q3	$1.66M	Buy	35,198 +5,582	+19%	+$260K	0.97%	26
2024 Q2	$1.34M	Buy	29,616 +8,793	+42%	+$395K	0.86%	31
2024 Q1	$950K	Buy	20,823 +1,928	+10%	+$87.9K	0.61%	46
2023 Q4	$876K	Buy	18,895 +3,923	+26%	+$173K	0.62%	45
2023 Q3	$655K	Buy	14,972 +5,257	+54%	+$237K	0.52%	53
2023 Q2	$447K	Buy	+9,715	New	+$449K	0.34%	74

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

Arrowroot Family Office's VMBS Position: Q2 2026 in Review

Arrowroot Family Office increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 16% in Q2 2026, buying an estimated $1.07M and bringing the position to 165,388 shares worth $7.74M. The position accounts for 2.22% of the portfolio, ranked #9.

Arrowroot Family Office first reported a position in VMBS in Q2 2023 and has held it in 12 quarters since. 712 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Arrowroot Family Office held 165,388 shares of Vanguard Mortgage-Backed Securities ETF worth $7.74M as of Q2 2026.
Arrowroot Family Office bought 22,842 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.07M.
Vanguard Mortgage-Backed Securities ETF made up 2.22% of Arrowroot Family Office's portfolio in Q2 2026, its #9 holding.
Arrowroot Family Office first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2023 and has held it in 12 quarters since.
712 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.