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CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$586K Buy
+12,517
New +$586K 0.01% 227
2016
Q3 		– Sell
-10,569
Closed -$569K – 132
2016
Q2 		$569K Sell
10,569
-1,437
-12% -$76.9K 0.08% 96
2016
Q1 		$642K Buy
12,006
+701
+6% +$37.3K 0.1% 83
2015
Q4 		$596K Buy
+11,305
New +$601K 0.1% 96

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

CLA (CliftonLarsonAllen) Wealth Advisors's VMBS Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026: 12,517 shares worth $586K. The stake represents 0.01% of the portfolio and ranks #227 among its holdings. This is a return to the name: CLA (CliftonLarsonAllen) Wealth Advisors previously reported a position in VMBS as recently as Q2 2016.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VMBS in Q4 2015 and has held it in 4 quarters since. The position peaked at $642K in Q1 2016. 711 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 12,517 shares of Vanguard Mortgage-Backed Securities ETF worth $586K as of Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #227 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2015 and has held it in 4 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $642K in Q1 2016.
  • 711 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.