Chapman Financial Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Chapman Financial Group’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	$1.49M	Buy	31,805 +1,200	+4%	+$56.2K	0.99%	23
2026 Q1	$1.44M	Buy	30,605 +7,524	+33%	+$355K	1.03%	23
2025 Q4	$1.09M	Buy	23,081 +1,590	+7%	+$74.9K	0.74%	36
2025 Q3	$1.01M	Buy	21,491 +9,362	+77%	+$435K	0.7%	42
2025 Q2	$562K	Buy	+12,129	New	+$555K	0.48%	61
2024 Q4	$2.54K	Buy	+56	New	+$2.58K	﹤0.01%	207

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

Chapman Financial Group's VMBS Position: Q2 2026 in Review

Chapman Financial Group increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 3.9% in Q2 2026, buying an estimated $56.2K and bringing the position to 31,805 shares worth $1.49M. The position accounts for 0.99% of the portfolio, ranked #23.

Chapman Financial Group first reported a position in VMBS in Q4 2024 and has held it in 6 quarters since. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Chapman Financial Group held 31,805 shares of Vanguard Mortgage-Backed Securities ETF worth $1.49M as of Q2 2026.
Chapman Financial Group bought 1,200 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $56.2K.
Vanguard Mortgage-Backed Securities ETF made up 0.99% of Chapman Financial Group's portfolio in Q2 2026, its #23 holding.
Chapman Financial Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 6 quarters since.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.