Elevation Wealth Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Elevation Wealth Partners’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	$8.1K	Hold	173	–	–	﹤0.01%	886
2026 Q1	$8.12K	Hold	173	–	–	﹤0.01%	574
2025 Q4	$8.14K	Hold	173	–	–	﹤0.01%	521
2025 Q3	$8.13K	Hold	173	–	–	﹤0.01%	407
2025 Q2	$8.02K	Hold	173	–	–	﹤0.01%	379
2025 Q1	$8.01K	Hold	173	–	–	﹤0.01%	381
2024 Q4	$7.84K	Hold	173	–	–	﹤0.01%	385
2024 Q3	$8.17K	Hold	173	–	–	﹤0.01%	366
2024 Q2	$7.86K	Sell	173 -48	-22%	-$2.16K	﹤0.01%	356
2024 Q1	$10.1K	Hold	221	–	–	0.01%	352
2023 Q4	$9.68K	Hold	221	–	–	0.01%	333
2023 Q3	$9.68K	Hold	221	–	–	0.01%	247
2023 Q2	$10.2K	Buy	+221	New	+$10.2K	0.01%	252

Other funds holding VMBS

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

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 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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Elevation Wealth Partners's VMBS Position: Q2 2026 in Review

Elevation Wealth Partners held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 173 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Elevation Wealth Partners first reported a position in VMBS in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.2K in Q2 2023. 305 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Elevation Wealth Partners held 173 shares of Vanguard Mortgage-Backed Securities ETF worth $8.1K as of Q2 2026.
Elevation Wealth Partners left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #886 holding.
Elevation Wealth Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2023 and has held it in 13 quarters since.
Elevation Wealth Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $10.2K in Q2 2023.
305 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.