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 Q2	$2K	Buy	+36	New	+$1.69K	﹤0.01%	1489

Other funds holding VMBS

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

CX Institutional's VMBS Position: Q2 2026 in Review

CX Institutional opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026: 36 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1489 among its holdings.

155 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

CX Institutional held 36 shares of Vanguard Mortgage-Backed Securities ETF worth $2K as of Q2 2026.
Vanguard Mortgage-Backed Securities ETF was a new CX Institutional position in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1489 holding.
155 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.