Envestnet Portfolio Solutions’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Envestnet Portfolio 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 Q2	$34.7M	Buy	742,284 +19,297	+3%	+$903K	0.17%	94
2026 Q1	$33.9M	Sell	722,987 -3,022,045	-81%	-$143M	0.19%	81
2025 Q4	$176M	Buy	3,745,032 +150,684	+4%	+$7.1M	0.62%	39
2025 Q3	$169M	Buy	3,594,348 +47,444	+1%	+$2.2M	0.62%	38
2025 Q2	$164M	Sell	3,546,904 -310,337	-8%	-$14.2M	0.6%	37
2025 Q1	$179M	Sell	3,857,241 -40,763	-1%	-$1.86M	0.68%	29
2024 Q4	$177M	Buy	3,898,004 +58,176	+2%	+$2.68M	0.58%	36
2024 Q3	$181M	Buy	3,839,828 +32,437	+0.9%	+$1.51M	0.59%	33
2024 Q2	$173M	Buy	3,807,391 +3,371	+0.1%	+$152K	0.6%	33
2024 Q1	$174M	Buy	3,804,020 +239,876	+7%	+$10.9M	0.65%	31
2023 Q4	$165M	Sell	3,564,144 -28,143	-0.8%	-$1.24M	0.69%	32
2023 Q3	$157M	Buy	+3,592,287	New	+$162M	0.74%	29

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

Envestnet Portfolio Solutions's VMBS Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 2.7% in Q2 2026, buying an estimated $903K and bringing the position to 742,284 shares worth $34.7M. The position accounts for 0.17% of the portfolio, ranked #94.

Envestnet Portfolio Solutions first reported a position in VMBS in Q3 2023 and has held it in 12 quarters since. The position peaked at $181M in Q3 2024. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Envestnet Portfolio Solutions held 742,284 shares of Vanguard Mortgage-Backed Securities ETF worth $34.7M as of Q2 2026.
Envestnet Portfolio Solutions bought 19,297 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $903K.
Vanguard Mortgage-Backed Securities ETF made up 0.17% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #94 holding.
Envestnet Portfolio Solutions first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Vanguard Mortgage-Backed Securities ETF position peaked at $181M in Q3 2024.
706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.