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

Fedenia 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	$354K	Sell	7,572 -2,377	-24%	-$111K	0.08%	95
2026 Q1	$467K	Sell	9,949 -29,089	-75%	-$1.37M	0.35%	50
2025 Q4	$1.84M	Buy	39,038 +1,951	+5%	+$91.9K	0.7%	40
2025 Q3	$1.74M	Buy	37,087 +2,849	+8%	+$132K	0.69%	39
2025 Q2	$1.59M	Buy	34,238 +321	+0.9%	+$14.7K	0.75%	32
2025 Q1	$1.57M	Sell	33,917 -336	-1%	-$15.4K	1.02%	19
2024 Q4	$1.55M	Buy	+34,253	New	+$1.58M	0.91%	20

Other funds holding VMBS

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

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Fedenia Advisers's VMBS Position: Q2 2026 in Review

Fedenia Advisers reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 24% in Q2 2026, selling an estimated $111K and leaving 7,572 shares worth $354K. The position accounts for 0.08% of the portfolio, ranked #95.

Fedenia Advisers first reported a position in VMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.84M in Q4 2025. 218 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Fedenia Advisers held 7,572 shares of Vanguard Mortgage-Backed Securities ETF worth $354K as of Q2 2026.
Fedenia Advisers sold 2,377 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $111K.
Vanguard Mortgage-Backed Securities ETF made up 0.08% of Fedenia Advisers's portfolio in Q2 2026, its #95 holding.
Fedenia Advisers first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 7 quarters since.
Fedenia Advisers's Vanguard Mortgage-Backed Securities ETF position peaked at $1.84M in Q4 2025.
218 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.