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Atomi Financial Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Atomi Financial Group’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 		$756K Buy
16,158
+2,282
+16% +$107K 0.02% 585
2026
Q1 		$651K Buy
13,876
+4,409
+47% +$208K 0.02% 608
2025
Q4 		$446K Buy
9,467
+1,532
+19% +$72.2K 0.01% 746
2025
Q3 		$373K Buy
7,935
+1,344
+20% +$62.4K 0.01% 775
2025
Q2 		$305K Sell
6,591
-495
-7% -$22.7K 0.01% 806
2025
Q1 		$328K Buy
7,086
+1,391
+24% +$63.6K 0.02% 721
2024
Q4 		$258K Buy
5,695
+654
+13% +$30.1K 0.01% 797
2024
Q3 		$238K Buy
+5,041
New +$235K 0.01% 775

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

Atomi Financial Group's VMBS Position: Q2 2026 in Review

Atomi Financial Group increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 16% in Q2 2026, buying an estimated $107K and bringing the position to 16,158 shares worth $756K. The position accounts for 0.02% of the portfolio, ranked #585.

Atomi Financial Group first reported a position in VMBS in Q3 2024 and has held it in 8 quarters since. 713 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Atomi Financial Group held 16,158 shares of Vanguard Mortgage-Backed Securities ETF worth $756K as of Q2 2026.
  • Atomi Financial Group bought 2,282 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $107K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #585 holding.
  • Atomi Financial Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2024 and has held it in 8 quarters since.
  • 713 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.