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Brindle & Bay Financial Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Brindle & Bay 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 		$3.04M Buy
64,940
+17,430
+37% +$816K 1.52% 18
2026
Q1 		$2.23M Buy
47,510
+1,976
+4% +$93.3K 1.37% 20
2025
Q4 		$2.14M Buy
+45,534
New +$2.14M 1.43% 18

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

Brindle & Bay Financial Advisors's VMBS Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 37% in Q2 2026, buying an estimated $816K and bringing the position to 64,940 shares worth $3.04M. The position accounts for 1.52% of the portfolio, ranked #18.

Brindle & Bay Financial Advisors first reported a position in VMBS in Q4 2025 and has held it in 3 quarters since. 705 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Brindle & Bay Financial Advisors held 64,940 shares of Vanguard Mortgage-Backed Securities ETF worth $3.04M as of Q2 2026.
  • Brindle & Bay Financial Advisors bought 17,430 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $816K.
  • Vanguard Mortgage-Backed Securities ETF made up 1.52% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • Brindle & Bay Financial Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.