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

EverSource 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 		$9.93M Sell
212,186
-172,104
-45% -$8.05M 0.33% 65
2026
Q1 		$18M Buy
384,290
+184,230
+92% +$8.7M 0.55% 40
2025
Q4 		$9.42M Buy
200,060
+3,513
+2% +$165K 0.35% 66
2025
Q3 		$9.23M Sell
196,547
-22,730
-10% -$1.06M 0.37% 67
2025
Q2 		$10.2M Sell
219,277
-2,956
-1% -$135K 0.46% 50
2025
Q1 		$10.3M Sell
222,233
-14,328
-6% -$655K 0.57% 44
2024
Q4 		$10.7M Buy
236,561
+13,894
+6% +$639K 0.6% 35
2024
Q3 		$10.5M Buy
222,667
+1,405
+0.6% +$65.5K 0.67% 36
2024
Q2 		$10.3M Buy
221,262
+4,758
+2% +$214K 0.68% 34
2024
Q1 		$9.57M Buy
216,504
+19,505
+10% +$889K 0.75% 29
2023
Q4 		$9.13M Buy
196,999
+7,212
+4% +$319K 0.84% 24
2023
Q3 		$8.31M Buy
189,787
+22,463
+13% +$1.01M 0.88% 22
2023
Q2 		$7.7M Buy
167,324
+7,564
+5% +$350K 0.85% 23
2023
Q1 		$7.44M Buy
159,760
+16,774
+12% +$779K 0.93% 23
2022
Q4 		$6.51M Buy
142,986
+19,510
+16% +$883K 0.99% 20
2022
Q3 		$5.57M Buy
123,476
+10,298
+9% +$490K 1.27% 13
2022
Q2 		$5.41M Sell
113,178
-10,665
-9% -$514K 1.39% 10
2022
Q1 		$6.21M Sell
123,843
-5,707
-4% -$293K 1.57% 11
2021
Q4 		$6.84M Buy
+129,550
New +$6.87M 1.92% 10

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 45% in Q2 2026, selling an estimated $8.05M and leaving 212,186 shares worth $9.93M. The position accounts for 0.33% of the portfolio, ranked #65.

EverSource Wealth Advisors first reported a position in VMBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $18M in Q1 2026. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • EverSource Wealth Advisors held 212,186 shares of Vanguard Mortgage-Backed Securities ETF worth $9.93M as of Q2 2026.
  • EverSource Wealth Advisors sold 172,104 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $8.05M.
  • Vanguard Mortgage-Backed Securities ETF made up 0.33% of EverSource Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $18M in Q1 2026.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.