Emergent Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Emergent Wealth Advisors’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	$332K	Sell	7,089 -1,895	-21%	-$88.7K	0.17%	95
2026 Q1	$422K	Sell	8,984 -40,175	-82%	-$1.9M	0.25%	72
2025 Q4	$2.31M	Sell	49,159 -15,454	-24%	-$728K	1.3%	18
2025 Q3	$3.05M	Buy	64,613 +6,006	+10%	+$279K	1.77%	16
2025 Q2	$2.85M	Buy	58,607 +2,251	+4%	+$103K	1.82%	15
2025 Q1	$2.61M	Buy	+56,356	New	+$2.58M	1.89%	16

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

Emergent Wealth Advisors's VMBS Position: Q2 2026 in Review

Emergent Wealth Advisors reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 21% in Q2 2026, selling an estimated $88.7K and leaving 7,089 shares worth $332K. The position accounts for 0.17% of the portfolio, ranked #95.

Emergent Wealth Advisors first reported a position in VMBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.05M in Q3 2025. 705 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Emergent Wealth Advisors held 7,089 shares of Vanguard Mortgage-Backed Securities ETF worth $332K as of Q2 2026.
Emergent Wealth Advisors sold 1,895 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $88.7K.
Vanguard Mortgage-Backed Securities ETF made up 0.17% of Emergent Wealth Advisors's portfolio in Q2 2026, its #95 holding.
Emergent Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2025 and has held it in 6 quarters since.
Emergent Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $3.05M in Q3 2025.
705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.