Braun-Bostich & Associates’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Braun-Bostich & Associates’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	$473K	Sell	10,111 -45	-0.4%	-$2.11K	0.26%	65
2026 Q1	$477K	Sell	10,156 -2,847	-22%	-$134K	0.3%	59
2025 Q4	$612K	Buy	13,003 +1,023	+9%	+$48.2K	0.38%	55
2025 Q3	$563K	Buy	11,980 +176	+1%	+$8.17K	0.35%	55
2025 Q2	$547K	Sell	11,804 -302	-2%	-$13.8K	0.37%	55
2025 Q1	$561K	Sell	12,106 -2,171	-15%	-$99.3K	0.41%	56
2024 Q4	$647K	Buy	14,277 +4,905	+52%	+$226K	0.47%	47
2024 Q3	$442K	Sell	9,372 -4,473	-32%	-$208K	0.31%	59
2024 Q2	$629K	Sell	13,845 -26,852	-66%	-$1.21M	0.47%	43
2024 Q1	$1.86M	Buy	+40,697	New	+$1.86M	1.55%	13

Other funds holding VMBS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Braun-Bostich & Associates's VMBS Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.44% in Q2 2026, selling an estimated $2.11K and leaving 10,111 shares worth $473K. The position accounts for 0.26% of the portfolio, ranked #65.

Braun-Bostich & Associates first reported a position in VMBS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.86M in Q1 2024. 424 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Braun-Bostich & Associates held 10,111 shares of Vanguard Mortgage-Backed Securities ETF worth $473K as of Q2 2026.
Braun-Bostich & Associates sold 45 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $2.11K.
Vanguard Mortgage-Backed Securities ETF made up 0.26% of Braun-Bostich & Associates's portfolio in Q2 2026, its #65 holding.
Braun-Bostich & Associates first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2024 and has held it in 10 quarters since.
Braun-Bostich & Associates's Vanguard Mortgage-Backed Securities ETF position peaked at $1.86M in Q1 2024.
424 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.