Diversify Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Diversify Wealth Management’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	Sell	867,745 -18,191	-2%	-$851K	0.67%	27
2026 Q1	$41.5M	Buy	885,936 +702,394	+383%	+$33.2M	0.74%	22
2025 Q4	$8.67M	Buy	183,542 +57,695	+46%	+$2.72M	0.4%	54
2025 Q3	$5.91M	Buy	125,847 +18,119	+17%	+$841K	0.34%	79
2025 Q2	$4.98M	Buy	107,728 +11,752	+12%	+$538K	0.31%	89
2025 Q1	$4.45M	Buy	95,976 +20,612	+27%	+$942K	0.33%	79
2024 Q4	$3.37M	Buy	75,364 +25,542	+51%	+$1.17M	0.26%	105
2024 Q3	$2.29M	Buy	49,822 +12,400	+33%	+$578K	0.22%	118
2024 Q2	$1.75M	Buy	+37,422	New	+$1.68M	0.22%	106

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 Wealth Management's VMBS Position: Q2 2026 in Review

Diversify Wealth Management reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 2.1% in Q2 2026, selling an estimated $851K and leaving 867,745 shares worth $40.2M. The position accounts for 0.67% of the portfolio, ranked #27.

Diversify Wealth Management first reported a position in VMBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $41.5M in Q1 2026. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Diversify Wealth Management held 867,745 shares of Vanguard Mortgage-Backed Securities ETF worth $40.2M as of Q2 2026.
Diversify Wealth Management sold 18,191 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $851K.
Vanguard Mortgage-Backed Securities ETF made up 0.67% of Diversify Wealth Management's portfolio in Q2 2026, its #27 holding.
Diversify Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $41.5M in Q1 2026.
706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.