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Essex Savings Bank’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Essex Savings Bank’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 		– Sell
-4,556
Closed -$214K – 330
2026
Q1 		$214K Sell
4,556
-1,227
-21% -$57.9K 0.05% 290
2025
Q4 		$272K Buy
5,783
+770
+15% +$36.3K 0.06% 251
2025
Q3 		$235K Buy
5,013
+75
+2% +$3.48K 0.05% 275
2025
Q2 		$229K Sell
4,938
-45
-0.9% -$2.06K 0.05% 274
2025
Q1 		$231K Buy
+4,983
New +$228K 0.06% 265

Other funds holding VMBS

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 $43.3B AUM 29.3% 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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Essex Savings Bank's VMBS Position: Q2 2026 in Review

Essex Savings Bank sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026, closing a stake of 4,556 shares — an estimated $214K sold.

Essex Savings Bank first reported a position in VMBS in Q1 2025 and held it in 5 quarters. The position peaked at $272K in Q4 2025. 285 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Essex Savings Bank reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Essex Savings Bank sold 4,556 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $214K.
  • Essex Savings Bank first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2025 and held it in 5 quarters.
  • Essex Savings Bank's Vanguard Mortgage-Backed Securities ETF position peaked at $272K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.