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Concurrent Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Concurrent Investment 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 		$4.65M Buy
99,321
+23,748
+31% +$1.11M 0.04% 451
2026
Q1 		$3.55M Buy
75,573
+9,410
+14% +$444K 0.04% 441
2025
Q4 		$3.11M Buy
66,163
+9,352
+16% +$441K 0.04% 444
2025
Q3 		$2.67M Sell
56,811
-3,420
-6% -$159K 0.05% 387
2025
Q2 		$2.79M Buy
60,231
+9,991
+20% +$457K 0.05% 353
2025
Q1 		$2.33M Buy
50,240
+518
+1% +$23.7K 0.06% 340
2024
Q4 		$2.25M Buy
49,722
+2,564
+5% +$118K 0.06% 298
2024
Q3 		$2.23M Buy
47,158
+309
+0.7% +$14.4K 0.07% 283
2024
Q2 		$2.13M Sell
46,849
-968
-2% -$43.5K 0.07% 258
2024
Q1 		$2.18M Buy
47,817
+701
+1% +$32K 0.09% 233
2023
Q4 		$2.18M Buy
+47,116
New +$2.08M 0.1% 215

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 22.9% 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

Concurrent Investment Advisors's VMBS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 31% in Q2 2026, buying an estimated $1.11M and bringing the position to 99,321 shares worth $4.65M. The position accounts for 0.04% of the portfolio, ranked #451.

Concurrent Investment Advisors first reported a position in VMBS in Q4 2023 and has held it in 11 quarters since. 714 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Concurrent Investment Advisors held 99,321 shares of Vanguard Mortgage-Backed Securities ETF worth $4.65M as of Q2 2026.
  • Concurrent Investment Advisors bought 23,748 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.11M.
  • Vanguard Mortgage-Backed Securities ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #451 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 11 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.