Financial Gravity Companies’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Financial Gravity Companies’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	$5.36M	Buy	+114,456	New	+$5.36M	0.87%	31
2025 Q2	$4.51M	Buy	+97,427	New	+$4.46M	0.89%	29
2024 Q4	$3.86M	Buy	85,233 +7,344	+9%	+$338K	0.88%	28
2024 Q3	$3.68M	Buy	+77,889	New	+$3.63M	0.98%	25
2018 Q4	$893K	Buy	+17,290	New	+$877K	0.81%	20
2018 Q1	$665K	Buy	13,019 +2,121	+19%	+$110K	0.68%	22
2017 Q4	$565K	Buy	+10,898	New	+$574K	0.65%	24

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Gravity Companies's VMBS Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026: 114,456 shares worth $5.36M. The stake represents 0.87% of the portfolio and ranks #31 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VMBS as recently as Q2 2025.

Financial Gravity Companies first reported a position in VMBS in Q4 2017 and has held it in 7 quarters since. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Financial Gravity Companies held 114,456 shares of Vanguard Mortgage-Backed Securities ETF worth $5.36M as of Q2 2026.
Vanguard Mortgage-Backed Securities ETF was a new Financial Gravity Companies position in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up 0.87% of Financial Gravity Companies's portfolio in Q2 2026, its #31 holding.
Financial Gravity Companies first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2017 and has held it in 7 quarters since.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.