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Farther Finance Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Farther Finance 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 		$10.2M Buy
218,364
+36,053
+20% +$1.69M 0.08% 212
2026
Q1 		$8.54M Sell
182,311
-7,815
-4% -$369K 0.08% 220
2025
Q4 		$8.95M Buy
190,126
+67,249
+55% +$3.17M 0.1% 184
2025
Q3 		$5.77M Buy
122,877
+24,410
+25% +$1.13M 0.09% 197
2025
Q2 		$4.56M Buy
98,467
+1,386
+1% +$63.4K 0.09% 207
2025
Q1 		$4.5M Buy
97,081
+85,264
+722% +$3.9M 0.11% 170
2024
Q4 		$536K Buy
11,817
+259
+2% +$11.9K 0.02% 556
2024
Q3 		$546K Buy
11,558
+25
+0.2% +$1.17K 0.02% 555
2024
Q2 		$518K Buy
11,533
+5,396
+88% +$243K 0.03% 469
2024
Q1 		$277K Buy
6,137
+122
+2% +$5.56K 0.02% 577
2023
Q4 		$279K Buy
6,015
+5,875
+4,196% +$260K 0.02% 473
2023
Q3 		$6.12K Hold
140
– – ﹤0.01% 1457
2023
Q2 		$6.43K Sell
140
-1,874
-93% -$86.7K ﹤0.01% 1338
2023
Q1 		$93.7K Buy
2,014
+205
+11% +$9.51K 0.03% 419
2022
Q4 		$82.3K Buy
+1,809
New +$81.9K 0.03% 364

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

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

Farther Finance Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 20% in Q2 2026, buying an estimated $1.69M and bringing the position to 218,364 shares worth $10.2M. The position accounts for 0.08% of the portfolio, ranked #212.

Farther Finance Advisors first reported a position in VMBS in Q4 2022 and has held it in 15 quarters since. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Farther Finance Advisors held 218,364 shares of Vanguard Mortgage-Backed Securities ETF worth $10.2M as of Q2 2026.
  • Farther Finance Advisors bought 36,053 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.69M.
  • Vanguard Mortgage-Backed Securities ETF made up 0.08% of Farther Finance Advisors's portfolio in Q2 2026, its #212 holding.
  • Farther Finance Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2022 and has held it in 15 quarters since.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

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