Continental Investors Services’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Continental Investors Services’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 Q1	$2.21M	Buy	47,145 +21,755	+86%	+$1.03M	2.09%	9
2025 Q4	$1.23M	Buy	25,390 +9,764	+62%	+$460K	1.59%	19
2025 Q3	$741K	Buy	15,626 +7,353	+89%	+$341K	1.1%	27
2025 Q2	$385K	Buy	8,273 +1,588	+24%	+$72.7K	0.69%	44
2025 Q1	$309K	Buy	6,685 +1,017	+18%	+$46.5K	0.61%	48
2024 Q4	$256K	Buy	5,668 +9	+0.2%	+$414	0.51%	52
2024 Q3	$267K	Buy	5,659 +581	+11%	+$27.1K	0.55%	49
2024 Q2	$231K	Buy	+5,078	New	+$228K	0.51%	55

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Continental Investors Services's VMBS Position: Q1 2026 in Review

Continental Investors Services increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 86% in Q1 2026, buying an estimated $1.03M and bringing the position to 47,145 shares worth $2.21M. The position accounts for 2.09% of the portfolio, ranked #9.

Continental Investors Services first reported a position in VMBS in Q2 2024 and has held it in 8 quarters since. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

Continental Investors Services held 47,145 shares of Vanguard Mortgage-Backed Securities ETF worth $2.21M as of Q1 2026.
Continental Investors Services bought 21,755 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $1.03M.
Vanguard Mortgage-Backed Securities ETF made up 2.09% of Continental Investors Services's portfolio in Q1 2026, its #9 holding.
Continental Investors Services first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2024 and has held it in 8 quarters since.
705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Continental Investors Services's 13F filing for Q1 2026, filed 15 May 2026.