DHJJ Financial Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

DHJJ Financial Advisors’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	$1.41K	Hold	30	–	–	﹤0.01%	788
2026 Q1	$1.41K	Hold	30	–	–	﹤0.01%	778
2025 Q4	$1.41K	Hold	30	–	–	﹤0.01%	745
2025 Q3	$1.41K	Hold	30	–	–	﹤0.01%	722
2025 Q2	$1.39K	Hold	30	–	–	﹤0.01%	705
2025 Q1	$1.39K	Hold	30	–	–	﹤0.01%	663
2024 Q4	$1.36K	Hold	30	–	–	﹤0.01%	637
2024 Q3	$1.42K	Buy	30 +22	+275%	+$1.02K	﹤0.01%	613
2024 Q2	$364	Hold	8	–	–	﹤0.01%	688
2024 Q1	$365	Hold	8	–	–	﹤0.01%	680
2023 Q4	$371	Hold	8	–	–	﹤0.01%	661
2023 Q3	$351	Buy	+8	New	+$360	﹤0.01%	662

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DHJJ Financial Advisors's VMBS Position: Q2 2026 in Review

DHJJ Financial Advisors held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 30 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

DHJJ Financial Advisors first reported a position in VMBS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.42K in Q3 2024. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

DHJJ Financial Advisors held 30 shares of Vanguard Mortgage-Backed Securities ETF worth $1.41K as of Q2 2026.
DHJJ Financial Advisors left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #788 holding.
DHJJ Financial Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $1.42K in Q3 2024.
706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.