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Cultivar Capital’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Cultivar Capital’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 		$316K Hold
6,755
– – 0.2% 29
2026
Q1 		$317K Sell
6,755
-850
-11% -$40.1K 0.2% 30
2025
Q4 		$358K Sell
7,605
-955
-11% -$45K 0.23% 28
2025
Q3 		$402K Hold
8,560
– – 0.27% 23
2025
Q2 		$397K Hold
8,560
– – 0.29% 21
2025
Q1 		$396K Hold
8,560
– – 0.32% 17
2024
Q4 		$388K Hold
8,560
– – 0.34% 18
2024
Q3 		$404K Hold
8,560
– – 0.33% 18
2024
Q2 		$389K Hold
8,560
– – 0.33% 18
2024
Q1 		$390K Hold
8,560
– – 0.33% 20
2023
Q4 		$397K Buy
+8,560
New +$378K 0.35% 18

Other funds holding VMBS

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Cultivar Capital's VMBS Position: Q2 2026 in Review

Cultivar Capital held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 6,755 shares worth $316K. The position accounts for 0.2% of the portfolio, ranked #29.

Cultivar Capital first reported a position in VMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $404K in Q3 2024. 321 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Cultivar Capital held 6,755 shares of Vanguard Mortgage-Backed Securities ETF worth $316K as of Q2 2026.
  • Cultivar Capital left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up 0.2% of Cultivar Capital's portfolio in Q2 2026, its #29 holding.
  • Cultivar Capital first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 11 quarters since.
  • Cultivar Capital's Vanguard Mortgage-Backed Securities ETF position peaked at $404K in Q3 2024.
  • 321 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Cultivar Capital's 13F filing for Q2 2026, filed 8 Jul 2026.