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Clean Yield Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Clean Yield 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 		$210K Hold
4,482
– – 0.05% 145
2026
Q1 		$210K Hold
4,482
– – 0.06% 134
2025
Q4 		$211K Hold
4,482
– – 0.06% 134
2025
Q3 		$210K Sell
4,482
-373
-8% -$17.3K 0.06% 129
2025
Q2 		$225K Hold
4,855
– – 0.07% 123
2025
Q1 		$225K Sell
4,855
-800
-14% -$36.6K 0.07% 120
2024
Q4 		$256K Sell
5,655
-240
-4% -$11K 0.08% 122
2024
Q3 		$278K Sell
5,895
-200
-3% -$9.32K 0.09% 118
2024
Q2 		$277K Sell
6,095
-600
-9% -$27K 0.1% 108
2024
Q1 		$305K Sell
6,695
-400
-6% -$18.2K 0.12% 105
2023
Q4 		$329K Sell
7,095
-800
-10% -$35.4K 0.14% 99
2023
Q3 		$345K Sell
7,895
-20
-0.3% -$901 0.15% 88
2023
Q2 		$364K Sell
7,915
-550
-6% -$25.4K 0.15% 92
2023
Q1 		$394K Sell
8,465
-400
-5% -$18.6K 0.17% 90
2022
Q4 		$404K Hold
8,865
– – 0.17% 90
2022
Q3 		$400K Sell
8,865
-680
-7% -$32.4K 0.19% 92
2022
Q2 		$456K Sell
9,545
-19,855
-68% -$956K 0.19% 83
2022
Q1 		$1.47M Sell
29,400
-83,826
-74% -$4.3M 0.52% 53
2021
Q4 		$5.98M Sell
113,226
-26,986
-19% -$1.43M 1.91% 14
2021
Q3 		$7.47M Sell
140,212
-7,666
-5% -$410K 2.45% 8
2021
Q2 		$7.89M Sell
147,878
-683
-0.5% -$36.5K 2.68% 7
2021
Q1 		$7.93M Buy
148,561
+29,132
+24% +$1.57M 2.98% 5
2020
Q4 		$6.46M Buy
+119,429
New +$6.46M 2.32% 8

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

Clean Yield Group's VMBS Position: Q2 2026 in Review

Clean Yield Group held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 4,482 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #145.

Clean Yield Group first reported a position in VMBS in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.93M in Q1 2021. 711 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Clean Yield Group held 4,482 shares of Vanguard Mortgage-Backed Securities ETF worth $210K as of Q2 2026.
  • Clean Yield Group left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up 0.05% of Clean Yield Group's portfolio in Q2 2026, its #145 holding.
  • Clean Yield Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2020 and has held it in 23 quarters since.
  • Clean Yield Group's Vanguard Mortgage-Backed Securities ETF position peaked at $7.93M in Q1 2021.
  • 711 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

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