Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$462K Buy
10,403
+30
+0.3% +$1.38K 0.01% 686
2026
Q2 		$486K Buy
10,373
+904
+10% +$42.3K 0.01% 695
2026
Q1 		$445K Buy
9,469
+1,089
+13% +$51.4K 0.01% 678
2025
Q4 		$395K Sell
8,380
-895
-10% -$42.2K 0.01% 692
2025
Q3 		$436K Buy
9,275
+2,617
+39% +$121K 0.01% 672
2025
Q2 		$309K Sell
6,658
-2,726
-29% -$125K 0.01% 734
2025
Q1 		$435K Buy
+9,384
New +$429K 0.01% 615
2024
Q4 		– Sell
-7,442
Closed -$351K – 890
2024
Q3 		$351K Buy
7,442
+527
+8% +$24.6K 0.01% 703
2024
Q2 		$314K Buy
+6,915
New +$311K 0.01% 753
2024
Q1 		– Sell
-4,725
Closed -$216K – 968
2023
Q4 		$216K Buy
+4,725
New +$209K 0.01% 817
2023
Q3 		– Sell
-4,994
Closed -$230K – 885
2023
Q2 		$230K Sell
4,994
-2,258
-31% -$104K 0.01% 698
2023
Q1 		$338K Buy
7,252
+252
+4% +$11.7K 0.02% 568
2022
Q4 		$319K Buy
7,000
+2,171
+45% +$98.3K 0.02% 541
2022
Q3 		$218K Sell
4,829
-292
-6% -$13.9K 0.02% 613
2022
Q2 		$245K Sell
5,121
-841
-14% -$40.5K 0.02% 592
2022
Q1 		$299K Buy
5,962
+498
+9% +$25.6K 0.02% 557
2021
Q4 		$289K Buy
5,464
+1,571
+40% +$83.3K 0.02% 574
2021
Q3 		$207K Hold
3,893
– – 0.02% 690
2021
Q2 		$208K Buy
+3,893
New +$208K 0.02% 664
2020
Q4 		– Sell
-3,857
Closed -$209K – 726
2020
Q3 		$209K Hold
3,857
– – 0.02% 518
2020
Q2 		$210K Sell
3,857
-909
-19% -$49.5K 0.03% 470
2020
Q1 		$260K Sell
4,766
-1,012
-18% -$54.1K 0.05% 359
2019
Q4 		$307K Sell
5,778
-3,463
-37% -$184K 0.04% 405
2019
Q3 		$492K Sell
9,241
-10,528
-53% -$558K 0.08% 277
2019
Q2 		$1.04M Sell
19,769
-3,166
-14% -$166K 0.17% 156
2019
Q1 		$1.2M Sell
22,935
-3,698
-14% -$191K 0.23% 119
2018
Q4 		$1.37M Buy
26,633
+10,798
+68% +$548K 0.29% 97
2018
Q3 		$808K Buy
+15,835
New +$811K 0.17% 155

Other funds holding VMBS

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Dynamic Advisor Solutions's VMBS Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.29% in Q3 2026, buying an estimated $1.38K and bringing the position to 10,403 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #686.

Dynamic Advisor Solutions first reported a position in VMBS in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.37M in Q4 2018. 129 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Dynamic Advisor Solutions held 10,403 shares of Vanguard Mortgage-Backed Securities ETF worth $462K as of Q3 2026.
  • Dynamic Advisor Solutions bought 30 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $1.38K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #686 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2018 and has held it in 28 quarters since.
  • Dynamic Advisor Solutions's Vanguard Mortgage-Backed Securities ETF position peaked at $1.37M in Q4 2018.
  • 129 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.