Elite Life Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Elite Life 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	$233K	Hold	5,040	–	–	0.27%	49
2026 Q1	$237K	Hold	5,040	–	–	0.3%	46
2025 Q4	$238K	Hold	5,040	–	–	0.39%	43
2025 Q3	$238K	Hold	5,040	–	–	0.49%	26
2025 Q2	$234K	Hold	5,040	–	–	0.6%	26
2025 Q1	$233K	Sell	5,040 -68,720	-93%	-$3.14M	0.73%	25
2024 Q4	$3.34M	Buy	73,760 +800	+1%	+$36.8K	9.9%	3
2024 Q3	$3.44M	Sell	72,960 -5,980	-8%	-$279K	11.25%	3
2024 Q2	$3.58M	Buy	78,940 +43,340	+122%	+$1.95M	13.9%	3
2024 Q1	$1.62M	Buy	35,600 +5,000	+16%	+$228K	7.95%	3
2023 Q4	$1.42M	Buy	+30,600	New	+$1.35M	8.49%	3

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

Elite Life Management's VMBS Position: Q2 2026 in Review

Elite Life Management held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 5,040 shares worth $233K. The position accounts for 0.27% of the portfolio, ranked #49.

Elite Life Management first reported a position in VMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.58M in Q2 2024. 711 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Elite Life Management held 5,040 shares of Vanguard Mortgage-Backed Securities ETF worth $233K as of Q2 2026.
Elite Life Management left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up 0.27% of Elite Life Management's portfolio in Q2 2026, its #49 holding.
Elite Life Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 11 quarters since.
Elite Life Management's Vanguard Mortgage-Backed Securities ETF position peaked at $3.58M in Q2 2024.
711 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Elite Life Management's 13F filing for Q2 2026, filed 6 Aug 2026.