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BAM Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

BAM Wealth Management’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 		$634K Buy
13,541
+783
+6% +$36.6K 0.4% 71
2026
Q1 		$599K Sell
12,758
-746
-6% -$35.2K 0.45% 65
2025
Q4 		$636K Buy
13,504
+26
+0.2% +$1.23K 0.46% 61
2025
Q3 		$633K Buy
+13,478
New +$626K 0.49% 56

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

BAM Wealth Management's VMBS Position: Q2 2026 in Review

BAM Wealth Management increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 6.1% in Q2 2026, buying an estimated $36.6K and bringing the position to 13,541 shares worth $634K. The position accounts for 0.4% of the portfolio, ranked #71.

BAM Wealth Management first reported a position in VMBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $636K in Q4 2025. 713 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • BAM Wealth Management held 13,541 shares of Vanguard Mortgage-Backed Securities ETF worth $634K as of Q2 2026.
  • BAM Wealth Management bought 783 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $36.6K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.4% of BAM Wealth Management's portfolio in Q2 2026, its #71 holding.
  • BAM Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $636K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.