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Cardiff Park Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Cardiff Park 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 		$137K Buy
2,931
+21
+0.7% +$983 0.01% 289
2026
Q1 		$137K Sell
2,910
-53
-2% -$2.5K 0.01% 301
2025
Q4 		$140K Sell
2,963
-751
-20% -$35.4K 0.01% 286
2025
Q3 		$174K Buy
3,714
+27
+0.7% +$1.25K 0.01% 293
2025
Q2 		$171K Buy
3,687
+96
+3% +$4.39K 0.01% 266
2025
Q1 		$166K Buy
3,591
+17
+0.5% +$777 0.02% 267
2024
Q4 		$162K Buy
3,574
+32
+0.9% +$1.47K 0.02% 262
2024
Q3 		$167K Buy
3,542
+25
+0.7% +$1.17K 0.02% 259
2024
Q2 		$160K Buy
3,517
+24
+0.7% +$1.08K 0.02% 251
2024
Q1 		$159K Buy
3,493
+15
+0.4% +$684 0.02% 269
2023
Q4 		$161K Buy
3,478
+30
+0.9% +$1.33K 0.02% 243
2023
Q3 		$151K Buy
3,448
+21
+0.6% +$946 0.02% 228
2023
Q2 		$158K Buy
3,427
+19
+0.6% +$879 0.02% 237
2023
Q1 		$159K Buy
3,408
+12
+0.4% +$557 0.02% 233
2022
Q4 		$155K Buy
3,396
+22
+0.7% +$996 0.02% 241
2022
Q3 		$152K Buy
3,374
+462
+16% +$22K 0.02% 242
2022
Q2 		$139K Sell
2,912
-186
-6% -$8.96K 0.02% 249
2022
Q1 		$155K Buy
3,098
+330
+12% +$16.9K 0.02% 245
2021
Q4 		$146K Buy
+2,768
New +$147K 0.02% 249

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

Cardiff Park Advisors's VMBS Position: Q2 2026 in Review

Cardiff Park Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.72% in Q2 2026, buying an estimated $983 and bringing the position to 2,931 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #289.

Cardiff Park Advisors first reported a position in VMBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $174K in Q3 2025. 707 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Cardiff Park Advisors held 2,931 shares of Vanguard Mortgage-Backed Securities ETF worth $137K as of Q2 2026.
  • Cardiff Park Advisors bought 21 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $983.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q2 2026, its #289 holding.
  • Cardiff Park Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $174K in Q3 2025.
  • 707 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.