Diversify Advisory Services’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Diversify Advisory Services’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	$40.2M	Buy	+867,745	New	+$40.6M	0.67%	27
2026 Q1	–	Sell	-465,412	Closed	-$22M	–	837
2025 Q4	$22M	Buy	465,412 +127,431	+38%	+$6M	0.7%	27
2025 Q3	$15.9M	Buy	337,981 +100,296	+42%	+$4.66M	0.53%	33
2025 Q2	$11M	Buy	237,685 +73,009	+44%	+$3.34M	0.42%	40
2025 Q1	$7.63M	Buy	164,676 +14,755	+10%	+$675K	0.48%	36
2024 Q4	$6.71M	Buy	149,921 +4,726	+3%	+$217K	0.37%	37
2024 Q3	$6.69M	Buy	145,195 +12,577	+9%	+$586K	0.36%	50
2024 Q2	$6.05M	Sell	132,618 -5,565	-4%	-$250K	0.33%	57
2024 Q1	$6.25M	Buy	+138,183	New	+$6.3M	0.37%	58

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

Diversify Advisory Services's VMBS Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026: 867,745 shares worth $40.2M. The stake represents 0.67% of the portfolio and ranks #27 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VMBS as recently as Q4 2025.

Diversify Advisory Services first reported a position in VMBS in Q1 2024 and has held it in 9 quarters since. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Diversify Advisory Services held 867,745 shares of Vanguard Mortgage-Backed Securities ETF worth $40.2M as of Q2 2026.
Vanguard Mortgage-Backed Securities ETF was a new Diversify Advisory Services position in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up 0.67% of Diversify Advisory Services's portfolio in Q2 2026, its #27 holding.
Diversify Advisory Services first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2024 and has held it in 9 quarters since.
706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.