CX Institutional
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CX Institutional’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

CX Institutional’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 		$2K Hold
36
– – ﹤0.01% 1581
2026
Q2 		$2K Buy
+36
New +$1.68K ﹤0.01% 1489

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
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
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

CX Institutional's VMBS Position: Q3 2026 in Review

CX Institutional held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q3 2026 at 36 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

CX Institutional first reported a position in VMBS in Q2 2026 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • CX Institutional held 36 shares of Vanguard Mortgage-Backed Securities ETF worth $2K as of Q3 2026.
  • CX Institutional left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q3 2026.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1581 holding.
  • CX Institutional first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2026 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.