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Farther Finance Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Farther Finance Advisors’s Portfolio MORT Stock Details MORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$218 Hold
21
– – ﹤0.01% 5704
2026
Q1 		$207 Hold
21
– – ﹤0.01% 5426
2025
Q4 		$221 Hold
21
– – ﹤0.01% 5201
2025
Q3 		$226 Buy
+21
New +$226 ﹤0.01% 4698

Other funds holding MORT

IP
Integras Partners Alpharetta, Georgia $181M AUM 25.99% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Farther Finance Advisors's MORT Position: Q2 2026 in Review

Farther Finance Advisors held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q2 2026 at 21 shares worth $218. The position accounts for ﹤0.01% of the portfolio, ranked #5704.

Farther Finance Advisors first reported a position in MORT in Q3 2025 and has held it in 4 quarters since. The position peaked at $226 in Q3 2025. 24 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

  • Farther Finance Advisors held 21 shares of VanEck Mortgage REIT Income ETF worth $218 as of Q2 2026.
  • Farther Finance Advisors left its VanEck Mortgage REIT Income ETF share count unchanged in Q2 2026.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5704 holding.
  • Farther Finance Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's VanEck Mortgage REIT Income ETF position peaked at $226 in Q3 2025.
  • 24 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.