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Econ Financial Services’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Econ Financial 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 		$335K Buy
7,152
+103
+1% +$4.82K 0.16% 67
2026
Q1 		$331K Buy
+7,049
New +$333K 0.15% 71

Other funds holding VMBS

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Econ Financial Services's VMBS Position: Q2 2026 in Review

Econ Financial Services increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 1.5% in Q2 2026, buying an estimated $4.82K and bringing the position to 7,152 shares worth $335K. The position accounts for 0.16% of the portfolio, ranked #67.

Econ Financial Services first reported a position in VMBS in Q1 2026 and has held it in 2 quarters since. 321 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Econ Financial Services held 7,152 shares of Vanguard Mortgage-Backed Securities ETF worth $335K as of Q2 2026.
  • Econ Financial Services bought 103 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $4.82K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.16% of Econ Financial Services's portfolio in Q2 2026, its #67 holding.
  • Econ Financial Services first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • 321 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.