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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EverSource Wealth Advisors's VMBS Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 92% in Q1 2026, buying an estimated $8.7M and bringing the position to 384,290 shares worth $18M. The position accounts for 0.55% of the portfolio, ranked #40.

EverSource Wealth Advisors first reported a position in VMBS in Q4 2021 and has held it in 18 quarters since. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • EverSource Wealth Advisors held 384,290 shares of Vanguard Mortgage-Backed Securities ETF worth $18M as of Q1 2026.
  • EverSource Wealth Advisors bought 184,230 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $8.7M.
  • Vanguard Mortgage-Backed Securities ETF made up 0.55% of EverSource Wealth Advisors's portfolio in Q1 2026, its #40 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2021 and has held it in 18 quarters since.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.