Clean Yield Group
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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
Q3 		$199K Hold
4,482
– – 0.05% 145
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Bell Investment Advisors
Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Clean Yield Group's VMBS Position: Q3 2026 in Review

Clean Yield Group held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q3 2026 at 4,482 shares worth $199K. 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 24 quarters since. The position peaked at $7.93M in Q1 2021. 276 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Clean Yield Group held 4,482 shares of Vanguard Mortgage-Backed Securities ETF worth $199K as of Q3 2026.
  • Clean Yield Group left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q3 2026.
  • Vanguard Mortgage-Backed Securities ETF made up 0.05% of Clean Yield Group's portfolio in Q3 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 24 quarters since.
  • Clean Yield Group's Vanguard Mortgage-Backed Securities ETF position peaked at $7.93M in Q1 2021.
  • 276 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.