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Chesley Taft & Associates’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Chesley Taft & Associates’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 		$788K Buy
16,831
+10,650
+172% +$498K 0.03% 244
2026
Q1 		$290K Buy
+6,181
New +$292K 0.01% 327

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

Chesley Taft & Associates's VMBS Position: Q2 2026 in Review

Chesley Taft & Associates increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 172% in Q2 2026, buying an estimated $498K and bringing the position to 16,831 shares worth $788K. The position accounts for 0.03% of the portfolio, ranked #244.

Chesley Taft & Associates first reported a position in VMBS in Q1 2026 and has held it in 2 quarters since. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Chesley Taft & Associates held 16,831 shares of Vanguard Mortgage-Backed Securities ETF worth $788K as of Q2 2026.
  • Chesley Taft & Associates bought 10,650 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $498K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.03% of Chesley Taft & Associates's portfolio in Q2 2026, its #244 holding.
  • Chesley Taft & Associates first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.