Atlantic Union Bankshares’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Atlantic Union Bankshares’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	$168K	Hold	3,587	–	–	﹤0.01%	656
2026 Q1	$168K	Hold	3,587	–	–	﹤0.01%	620
2025 Q4	$169K	Hold	3,587	–	–	﹤0.01%	618
2025 Q3	$168K	Sell	3,587 -1,968	-35%	-$91.4K	﹤0.01%	634
2025 Q2	$257K	Buy	+5,555	New	+$254K	0.01%	446
2023 Q2	–	Sell	-4,302	Closed	-$200K	–	283
2023 Q1	$200K	Sell	4,302 -293	-6%	-$13.6K	0.02%	270
2022 Q4	$209K	Sell	4,595 -450	-9%	-$20.4K	0.02%	245
2022 Q3	$228K	Hold	5,045	–	–	0.03%	231
2022 Q2	$241K	Hold	5,045	–	–	0.02%	232
2022 Q1	$253K	Buy	+5,045	New	+$259K	0.02%	241
2021 Q2	–	Sell	-4,569	Closed	-$244K	–	271
2021 Q1	$244K	Sell	4,569 -746	-14%	-$40.1K	0.02%	238
2020 Q4	$287K	Hold	5,315	–	–	0.03%	234
2020 Q3	$288K	Buy	5,315 +475	+10%	+$25.8K	0.03%	218
2020 Q2	$263K	Buy	4,840 +465	+11%	+$25.3K	0.03%	226
2020 Q1	$238K	Buy	+4,375	New	+$234K	0.03%	219

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

Atlantic Union Bankshares's VMBS Position: Q2 2026 in Review

Atlantic Union Bankshares held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 3,587 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Atlantic Union Bankshares first reported a position in VMBS in Q1 2020 and has held it in 15 quarters since. The position peaked at $288K in Q3 2020. 713 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Atlantic Union Bankshares held 3,587 shares of Vanguard Mortgage-Backed Securities ETF worth $168K as of Q2 2026.
Atlantic Union Bankshares left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #656 holding.
Atlantic Union Bankshares first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2020 and has held it in 15 quarters since.
Atlantic Union Bankshares's Vanguard Mortgage-Backed Securities ETF position peaked at $288K in Q3 2020.
713 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.