Benjamin Edwards Inc’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Benjamin Edwards Inc’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	$601K	Sell	12,836 -389	-3%	-$18.2K	0.01%	992
2026 Q1	$621K	Buy	13,225 +1,507	+13%	+$71.1K	0.01%	918
2025 Q4	$552K	Buy	11,718 +6,783	+137%	+$320K	0.01%	921
2025 Q3	$232K	Sell	4,935 -997	-17%	-$46.3K	﹤0.01%	1200
2025 Q2	$275K	Buy	+5,932	New	+$271K	﹤0.01%	1020
2022 Q3	–	Sell	-32	Closed	-$2K	–	744
2022 Q2	$2K	Buy	+32	New	+$1.54K	﹤0.01%	674

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

Benjamin Edwards Inc's VMBS Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 2.9% in Q2 2026, selling an estimated $18.2K and leaving 12,836 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #992.

Benjamin Edwards Inc first reported a position in VMBS in Q2 2022 and has held it in 6 quarters since. The position peaked at $621K in Q1 2026. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Benjamin Edwards Inc held 12,836 shares of Vanguard Mortgage-Backed Securities ETF worth $601K as of Q2 2026.
Benjamin Edwards Inc sold 389 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $18.2K.
Vanguard Mortgage-Backed Securities ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #992 holding.
Benjamin Edwards Inc first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2022 and has held it in 6 quarters since.
Benjamin Edwards Inc's Vanguard Mortgage-Backed Securities ETF position peaked at $621K in Q1 2026.
706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.