Caitlin John’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Caitlin John’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	$210K	Sell	4,477 -215	-5%	-$10.1K	0.11%	202
2026 Q1	$220K	Buy	4,692 +5	+0.1%	+$236	0.13%	153
2025 Q4	$221K	Buy	4,687 +93	+2%	+$4.38K	0.14%	166
2025 Q3	$216K	Hold	4,594	–	–	0.15%	125
2025 Q2	$213K	Hold	4,594	–	–	0.19%	117
2025 Q1	$213K	Hold	4,594	–	–	0.21%	121
2024 Q4	$208K	Hold	4,594	–	–	0.14%	128
2024 Q3	$210K	Sell	4,594 -9	-0.2%	-$419	0.13%	131
2024 Q2	$209K	Hold	4,603	–	–	0.15%	119
2024 Q1	$210K	Hold	4,603	–	–	0.16%	117
2023 Q4	$213K	Buy	+4,603	New	+$203K	0.17%	109

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

Caitlin John's VMBS Position: Q2 2026 in Review

Caitlin John reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 4.6% in Q2 2026, selling an estimated $10.1K and leaving 4,477 shares worth $210K. The position accounts for 0.11% of the portfolio, ranked #202.

Caitlin John first reported a position in VMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $221K in Q4 2025. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Caitlin John held 4,477 shares of Vanguard Mortgage-Backed Securities ETF worth $210K as of Q2 2026.
Caitlin John sold 215 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $10.1K.
Vanguard Mortgage-Backed Securities ETF made up 0.11% of Caitlin John's portfolio in Q2 2026, its #202 holding.
Caitlin John first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 11 quarters since.
Caitlin John's Vanguard Mortgage-Backed Securities ETF position peaked at $221K in Q4 2025.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.