Cetera Investment Advisers
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Cetera Investment Advisers’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Cetera Investment Advisers’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 		$60.9M Buy
1,300,292
+36,205
+3% +$1.69M 0.06% 346
2026
Q1 		$59.3M Buy
1,264,087
+25,209
+2% +$1.19M 0.06% 312
2025
Q4 		$58.3M Buy
1,238,878
+23,260
+2% +$1.1M 0.06% 290
2025
Q3 		$57.1M Buy
1,215,618
+200,522
+20% +$9.31M 0.07% 280
2025
Q2 		$47M Buy
1,015,096
+5,440
+0.5% +$249K 0.08% 252
2025
Q1 		$46.8M Buy
1,009,656
+168,067
+20% +$7.68M 0.09% 229
2024
Q4 		$38.2M Buy
841,589
+24,988
+3% +$1.15M 0.08% 247
2024
Q3 		$38.6M Buy
816,601
+30,033
+4% +$1.4M 0.08% 235
2024
Q2 		$35.7M Sell
786,568
-45,775
-5% -$2.06M 0.08% 233
2024
Q1 		$38M Buy
832,343
+390,754
+88% +$17.8M 0.09% 221
2023
Q4 		$20.5M Sell
441,589
-48,701
-10% -$2.15M 0.17% 123
2023
Q3 		$21.5M Buy
490,290
+25,137
+5% +$1.13M 0.19% 104
2023
Q2 		$21.4M Sell
465,153
-17,150
-4% -$793K 0.18% 111
2023
Q1 		$22.5M Buy
482,303
+10,032
+2% +$466K 0.2% 97
2022
Q4 		$21.5M Buy
472,271
+316,597
+203% +$14.3M 0.2% 97
2022
Q3 		$7.02M Buy
155,674
+12,908
+9% +$614K 0.14% 153
2022
Q2 		$6.83M Sell
142,766
-17,249
-11% -$831K 0.11% 196
2022
Q1 		$8.02M Sell
160,015
-453
-0.3% -$23.3K 0.12% 190
2021
Q4 		$8.48M Sell
160,468
-49,564
-24% -$2.63M 0.12% 180
2021
Q3 		$11.2M Sell
210,032
-11,441
-5% -$611K 0.18% 125
2021
Q2 		$11.8M Buy
221,473
+46,795
+27% +$2.5M 0.19% 119
2021
Q1 		$9.32M Buy
174,678
+24,553
+16% +$1.32M 0.18% 114
2020
Q4 		$8.12M Buy
150,125
+142,074
+1,765% +$7.69M 0.16% 140
2020
Q3 		$437K Buy
8,051
+2,642
+49% +$144K 0.04% 410
2020
Q2 		$294K Sell
5,409
-1,087
-17% -$59.2K 0.03% 479
2020
Q1 		$354K Buy
+6,496
New +$347K 0.04% 365

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

Cetera Investment Advisers's VMBS Position: Q2 2026 in Review

Cetera Investment Advisers increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 2.9% in Q2 2026, buying an estimated $1.69M and bringing the position to 1,300,292 shares worth $60.9M. The position accounts for 0.06% of the portfolio, ranked #346.

Cetera Investment Advisers first reported a position in VMBS in Q1 2020 and has held it in 26 quarters since. 712 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Cetera Investment Advisers held 1,300,292 shares of Vanguard Mortgage-Backed Securities ETF worth $60.9M as of Q2 2026.
  • Cetera Investment Advisers bought 36,205 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.69M.
  • Vanguard Mortgage-Backed Securities ETF made up 0.06% of Cetera Investment Advisers's portfolio in Q2 2026, its #346 holding.
  • Cetera Investment Advisers first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2020 and has held it in 26 quarters since.
  • 712 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.