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Family CFO’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Family CFO’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 		$16.2M Buy
346,727
+23,830
+7% +$1.12M 6.25% 6
2026
Q1 		$15.2M Buy
322,897
+9,488
+3% +$448K 6.79% 5
2025
Q4 		$14.8M Buy
313,409
+16,215
+5% +$764K 6.6% 5
2025
Q3 		$14M Buy
297,194
+22,368
+8% +$1.04M 6.43% 5
2025
Q2 		$12.7M Buy
274,826
+10,225
+4% +$468K 6.38% 5
2025
Q1 		$12.3M Buy
264,601
+2,633
+1% +$120K 6.72% 5
2024
Q4 		$11.9M Buy
261,968
+27,711
+12% +$1.27M 6.54% 5
2024
Q3 		$11.1M Sell
234,257
-6,706
-3% -$312K 6.24% 5
2024
Q2 		$10.9M Sell
240,963
-3,064
-1% -$138K 6.73% 5
2024
Q1 		$11.1M Buy
244,027
+460
+0.2% +$21K 6.89% 5
2023
Q4 		$11.3M Sell
243,567
-51,461
-17% -$2.27M 7.28% 5
2023
Q3 		$12.9M Buy
295,028
+3,172
+1% +$143K 9.29% 4
2023
Q2 		$13.4M Buy
291,856
+23,089
+9% +$1.07M 9.47% 4
2023
Q1 		$12.5M Buy
268,767
+41,104
+18% +$1.91M 9.54% 4
2022
Q4 		$10.4M Buy
227,663
+30,958
+16% +$1.4M 9.31% 4
2022
Q3 		$8.87M Buy
196,705
+31,701
+19% +$1.51M 9.4% 4
2022
Q2 		$7.89M Buy
165,004
+81,228
+97% +$3.91M 8.62% 4
2022
Q1 		$4.2M Sell
83,776
-1,900
-2% -$97.5K 4.26% 7
2021
Q4 		$4.53M Buy
+85,676
New +$4.54M 4.37% 7

Other funds holding VMBS

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
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 $44.6B AUM 28.94% 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
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Family CFO's VMBS Position: Q2 2026 in Review

Family CFO increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 7.4% in Q2 2026, buying an estimated $1.12M and bringing the position to 346,727 shares worth $16.2M. The position accounts for 6.25% of the portfolio, ranked #6.

Family CFO first reported a position in VMBS in Q4 2021 and has held it in 19 quarters since. 321 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Family CFO held 346,727 shares of Vanguard Mortgage-Backed Securities ETF worth $16.2M as of Q2 2026.
  • Family CFO bought 23,830 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.12M.
  • Vanguard Mortgage-Backed Securities ETF made up 6.25% of Family CFO's portfolio in Q2 2026, its #6 holding.
  • Family CFO first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2021 and has held it in 19 quarters since.
  • 321 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Family CFO's 13F filing for Q2 2026, filed 20 Jul 2026.