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

Financial Life 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 		$260K Buy
+5,562
New +$260K 0.07% 53
2025
Q2 		– Sell
-5,457
Closed -$253K – 51
2025
Q1 		$253K Sell
5,457
-77
-1% -$3.52K 0.09% 47
2024
Q4 		$251K Hold
5,534
– – 0.09% 41
2024
Q3 		$261K Hold
5,534
– – 0.1% 42
2024
Q2 		$251K Sell
5,534
-87
-2% -$3.91K 0.1% 51
2024
Q1 		$256K Sell
5,621
-225
-4% -$10.3K 0.11% 55
2023
Q4 		$271K Buy
5,846
+523
+10% +$23.1K 0.12% 51
2023
Q3 		$233K Sell
5,323
-2,230
-30% -$100K 0.1% 51
2023
Q2 		$347K Sell
7,553
-51,344
-87% -$2.38M 0.15% 48
2023
Q1 		$2.74M Sell
58,897
-11,485
-16% -$533K 1.18% 25
2022
Q4 		$3.2M Sell
70,382
-230,187
-77% -$10.4M 1.48% 17
2022
Q3 		$13.6M Sell
300,569
-67,043
-18% -$3.19M 6.79% 5
2022
Q2 		$17.6M Sell
367,612
-24,017
-6% -$1.16M 8.23% 4
2022
Q1 		$19.6M Buy
391,629
+13,108
+3% +$673K 8.13% 4
2021
Q4 		$20M Buy
378,521
+13,009
+4% +$689K 7.88% 4
2021
Q3 		$19.5M Buy
365,512
+18,790
+5% +$1M 8.15% 4
2021
Q2 		$18.5M Buy
346,722
+20,350
+6% +$1.09M 7.97% 4
2021
Q1 		$17.4M Buy
326,372
+10,747
+3% +$578K 8.11% 4
2020
Q4 		$17.1M Buy
315,625
+14,393
+5% +$779K 8.83% 4
2020
Q3 		$16.3M Buy
301,232
+8,434
+3% +$458K 8.56% 3
2020
Q2 		$15.9M Buy
292,798
+27,195
+10% +$1.48M 9.41% 3
2020
Q1 		$14.5M Buy
265,603
+12,704
+5% +$679K 9.92% 3
2019
Q4 		$13.4M Buy
252,899
+17,298
+7% +$920K 8.16% 4
2019
Q3 		$12.5M Buy
235,601
+25,482
+12% +$1.35M 7.95% 5
2019
Q2 		$11.1M Buy
210,119
+9,888
+5% +$517K 7.36% 5
2019
Q1 		$10.5M Buy
200,231
+40,372
+25% +$2.09M 7.21% 5
2018
Q4 		$8.23M Buy
159,859
+10,049
+7% +$510K 6.37% 6
2018
Q3 		$7.64M Buy
149,810
+17,501
+13% +$897K 5.6% 6
2018
Q2 		$6.8M Buy
132,309
+25,244
+24% +$1.29M 5.58% 6
2018
Q1 		$5.51M Buy
107,065
+23,888
+29% +$1.23M 5.05% 6
2017
Q4 		$4.36M Buy
+83,177
New +$4.38M 3.53% 9

Other funds holding VMBS

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

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

Financial Life Advisors opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026: 5,562 shares worth $260K. The stake represents 0.07% of the portfolio and ranks #53 among its holdings. This is a return to the name: Financial Life Advisors previously reported a position in VMBS as recently as Q1 2025.

Financial Life Advisors first reported a position in VMBS in Q4 2017 and has held it in 31 quarters since. The position peaked at $20M in Q4 2021. 320 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Financial Life Advisors held 5,562 shares of Vanguard Mortgage-Backed Securities ETF worth $260K as of Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF was a new Financial Life Advisors position in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up 0.07% of Financial Life Advisors's portfolio in Q2 2026, its #53 holding.
  • Financial Life Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2017 and has held it in 31 quarters since.
  • Financial Life Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $20M in Q4 2021.
  • 320 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.