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Beverly Hills Private Wealth’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Beverly Hills Private Wealth’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 		$4.04M Sell
86,243
-1,300
-1% -$60.8K 0.77% 40
2026
Q1 		$4.11M Sell
87,543
-3,273
-4% -$155K 0.68% 41
2025
Q4 		$4.28M Sell
90,816
-2,589
-3% -$122K 0.73% 34
2025
Q3 		$4.39M Sell
93,405
-987
-1% -$45.8K 0.77% 29
2025
Q2 		$4.37M Sell
94,392
-255
-0.3% -$11.7K 0.82% 25
2025
Q1 		$4.38M Sell
94,647
-5,934
-6% -$271K 0.87% 24
2024
Q4 		$4.56M Sell
100,581
-3,439
-3% -$158K 0.92% 20
2024
Q3 		$4.91M Sell
104,020
-16,194
-13% -$754K 0.99% 19
2024
Q2 		$5.46M Buy
120,214
+10,943
+10% +$492K 1.19% 12
2024
Q1 		$4.98M Buy
+109,271
New +$4.98M 1.15% 17

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

Beverly Hills Private Wealth's VMBS Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 1.5% in Q2 2026, selling an estimated $60.8K and leaving 86,243 shares worth $4.04M. The position accounts for 0.77% of the portfolio, ranked #40.

Beverly Hills Private Wealth first reported a position in VMBS in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.46M in Q2 2024. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Beverly Hills Private Wealth held 86,243 shares of Vanguard Mortgage-Backed Securities ETF worth $4.04M as of Q2 2026.
  • Beverly Hills Private Wealth sold 1,300 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $60.8K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.77% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #40 holding.
  • Beverly Hills Private Wealth first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2024 and has held it in 10 quarters since.
  • Beverly Hills Private Wealth's Vanguard Mortgage-Backed Securities ETF position peaked at $5.46M in Q2 2024.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.