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Evolution Advisers’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Evolution Advisers’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 		$11.6M Buy
247,486
+15,256
+7% +$714K 4.26% 7
2026
Q1 		$10.9M Buy
232,230
+15,197
+7% +$717K 4.6% 7
2025
Q4 		$10.2M Buy
217,033
+8,506
+4% +$401K 4.42% 7
2025
Q3 		$9.82M Buy
208,527
+9,044
+5% +$420K 4.42% 7
2025
Q2 		$9.24M Buy
199,483
+1,395
+0.7% +$63.8K 4.53% 7
2025
Q1 		$9.12M Buy
198,088
+30,694
+18% +$1.4M 4.8% 7
2024
Q4 		$7.59M Sell
167,394
-21,729
-11% -$999K 4.15% 7
2024
Q3 		$8.93M Sell
189,123
-2,159
-1% -$101K 4.86% 7
2024
Q2 		$8.68M Buy
191,282
+11,222
+6% +$505K 4.99% 7
2024
Q1 		$8.21M Buy
180,060
+10,380
+6% +$473K 4.85% 7
2023
Q4 		$7.82M Buy
169,680
+5,551
+3% +$245K 4.99% 7
2023
Q3 		$7.18M Buy
164,129
+7,128
+5% +$321K 5.2% 7
2023
Q2 		$7.22M Sell
157,001
-288
-0.2% -$13.3K 5.09% 7
2023
Q1 		$7.32M Buy
157,289
+7,580
+5% +$352K 5.26% 7
2022
Q4 		$6.81M Buy
149,709
+6,956
+5% +$315K 5.3% 7
2022
Q3 		$6.44M Sell
142,753
-998
-0.7% -$47.5K 5.61% 7
2022
Q2 		$6.91M Sell
143,751
-5,788
-4% -$279K 5.64% 7
2022
Q1 		$7.49M Buy
149,539
+2,493
+2% +$128K 5.54% 7
2021
Q4 		$7.77M Buy
+147,046
New +$7.79M 5.71% 7

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

Evolution Advisers's VMBS Position: Q2 2026 in Review

Evolution Advisers increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 6.6% in Q2 2026, buying an estimated $714K and bringing the position to 247,486 shares worth $11.6M. The position accounts for 4.26% of the portfolio, ranked #7.

Evolution Advisers first reported a position in VMBS in Q4 2021 and has held it in 19 quarters since. 712 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Evolution Advisers held 247,486 shares of Vanguard Mortgage-Backed Securities ETF worth $11.6M as of Q2 2026.
  • Evolution Advisers bought 15,256 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $714K.
  • Vanguard Mortgage-Backed Securities ETF made up 4.26% of Evolution Advisers's portfolio in Q2 2026, its #7 holding.
  • Evolution Advisers first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2021 and has held it in 19 quarters since.
  • 712 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.