Financial Engines Advisors
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Financial Engines Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Financial Engines 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 		$65.5M Buy
1,399,365
+5,707
+0.4% +$267K 0.12% 48
2026
Q1 		$65.4M Sell
1,393,658
-65,360
-4% -$3.09M 0.13% 49
2025
Q4 		$68.7M Sell
1,459,018
-178,212
-11% -$8.39M 0.13% 49
2025
Q3 		$76.9M Buy
1,637,230
+146,164
+10% +$6.79M 0.15% 45
2025
Q2 		$69.1M Sell
1,491,066
-103,348
-6% -$4.73M 0.14% 46
2025
Q1 		$73.8M Sell
1,594,414
-422,758
-21% -$19.3M 0.16% 44
2024
Q4 		$91.5M Buy
2,017,172
+587,076
+41% +$27M 0.19% 42
2024
Q3 		$67.5M Buy
1,430,096
+41,845
+3% +$1.95M 0.14% 45
2024
Q2 		$63M Buy
1,388,251
+28,228
+2% +$1.27M 0.14% 46
2024
Q1 		$62M Buy
1,360,023
+3,583
+0.3% +$163K 0.14% 45
2023
Q4 		$62.9M Buy
1,356,440
+14,646
+1% +$647K 0.15% 45
2023
Q3 		$58.7M Buy
1,341,794
+325,722
+32% +$14.7M 0.15% 44
2023
Q2 		$46.7M Sell
1,016,072
-400
-0% -$18.5K 0.12% 49
2023
Q1 		$47.3M Buy
1,016,472
+17,290
+2% +$802K 0.13% 49
2022
Q4 		$45.5M Buy
999,182
+42,566
+4% +$1.93M 0.13% 56
2022
Q3 		$43.1M Buy
956,616
+108,546
+13% +$5.17M 0.14% 51
2022
Q2 		$40.5M Buy
+848,070
New +$40.8M 0.12% 54

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

Financial Engines Advisors's VMBS Position: Q2 2026 in Review

Financial Engines Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.41% in Q2 2026, buying an estimated $267K and bringing the position to 1,399,365 shares worth $65.5M. The position accounts for 0.12% of the portfolio, ranked #48.

Financial Engines Advisors first reported a position in VMBS in Q2 2022 and has held it in 17 quarters since. The position peaked at $91.5M in Q4 2024. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Financial Engines Advisors held 1,399,365 shares of Vanguard Mortgage-Backed Securities ETF worth $65.5M as of Q2 2026.
  • Financial Engines Advisors bought 5,707 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $267K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.12% of Financial Engines Advisors's portfolio in Q2 2026, its #48 holding.
  • Financial Engines Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2022 and has held it in 17 quarters since.
  • Financial Engines Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $91.5M in Q4 2024.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.