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D.B. Root & Company’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

D.B. Root & Company’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 		$2.25M Buy
47,981
+9,040
+23% +$423K 0.48% 35
2026
Q1 		$1.83M Buy
+38,941
New +$1.84M 0.44% 39

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 22.96% 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

D.B. Root & Company's VMBS Position: Q2 2026 in Review

D.B. Root & Company increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 23% in Q2 2026, buying an estimated $423K and bringing the position to 47,981 shares worth $2.25M. The position accounts for 0.48% of the portfolio, ranked #35.

D.B. Root & Company first reported a position in VMBS in Q1 2026 and has held it in 2 quarters since. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • D.B. Root & Company held 47,981 shares of Vanguard Mortgage-Backed Securities ETF worth $2.25M as of Q2 2026.
  • D.B. Root & Company bought 9,040 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $423K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.48% of D.B. Root & Company's portfolio in Q2 2026, its #35 holding.
  • D.B. Root & Company first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.