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Bragg Financial Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Bragg Financial Advisors’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 		$3.71M Buy
79,225
+2,962
+4% +$139K 0.1% 165
2026
Q1 		$3.58M Sell
76,263
-1,872
-2% -$88.4K 0.11% 155
2025
Q4 		$3.68M Buy
78,135
+2,685
+4% +$126K 0.12% 151
2025
Q3 		$3.54M Buy
75,450
+953
+1% +$44.2K 0.12% 150
2025
Q2 		$3.45M Buy
74,497
+828
+1% +$37.9K 0.12% 150
2025
Q1 		$3.41M Buy
73,669
+590
+0.8% +$27K 0.14% 142
2024
Q4 		$3.31M Buy
73,079
+2,546
+4% +$117K 0.13% 145
2024
Q3 		$3.33M Buy
70,533
+2,057
+3% +$95.8K 0.14% 143
2024
Q2 		$3.11M Buy
68,476
+8,624
+14% +$388K 0.14% 142
2024
Q1 		$2.73M Buy
59,852
+2,093
+4% +$95.4K 0.12% 147
2023
Q4 		$2.68M Buy
57,759
+5,833
+11% +$258K 0.13% 144
2023
Q3 		$2.27M Buy
51,926
+1,941
+4% +$87.5K 0.12% 155
2023
Q2 		$2.3M Buy
49,985
+13,861
+38% +$641K 0.13% 155
2023
Q1 		$1.68M Buy
36,124
+9,652
+36% +$448K 0.1% 166
2022
Q4 		$1.21M Buy
26,472
+10,688
+68% +$484K 0.07% 183
2022
Q3 		$712K Buy
15,784
+3,721
+31% +$177K 0.05% 199
2022
Q2 		$577K Buy
12,063
+4,039
+50% +$195K 0.04% 213
2022
Q1 		$402K Buy
8,024
+2,069
+35% +$106K 0.02% 261
2021
Q4 		$317K Hold
5,955
– – 0.02% 267
2021
Q3 		$317K Sell
5,955
-1,048
-15% -$56K 0.02% 267
2021
Q2 		$374K Buy
7,003
+1,644
+31% +$87.9K 0.02% 256
2021
Q1 		$286K Buy
5,359
+1,246
+30% +$67K 0.02% 265
2020
Q4 		$222K Buy
+4,113
New +$223K 0.02% 272

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

Bragg Financial Advisors's VMBS Position: Q2 2026 in Review

Bragg Financial Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 3.9% in Q2 2026, buying an estimated $139K and bringing the position to 79,225 shares worth $3.71M. The position accounts for 0.1% of the portfolio, ranked #165.

Bragg Financial Advisors first reported a position in VMBS in Q4 2020 and has held it in 23 quarters since. 707 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Bragg Financial Advisors held 79,225 shares of Vanguard Mortgage-Backed Securities ETF worth $3.71M as of Q2 2026.
  • Bragg Financial Advisors bought 2,962 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $139K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.1% of Bragg Financial Advisors's portfolio in Q2 2026, its #165 holding.
  • Bragg Financial Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2020 and has held it in 23 quarters since.
  • 707 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.