Forthright Family Wealth Advisory’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Forthright Family Wealth Advisory’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	$5.01M	Sell	107,074 -28,348	-21%	-$1.33M	2.84%	12
2026 Q1	$6.18M	Buy	135,422 +31,285	+30%	+$1.48M	4.14%	4
2025 Q4	$4.9M	Buy	104,137 +3,616	+4%	+$170K	3.08%	12
2025 Q3	$4.72M	Sell	100,521 -10,467	-9%	-$486K	2.9%	12
2025 Q2	$5.14M	Sell	110,988 -4,922	-4%	-$225K	3.26%	10
2025 Q1	$5.37M	Sell	115,910 -182	-0.2%	-$8.32K	3.55%	10
2024 Q4	$5.26M	Sell	116,092 -9,328	-7%	-$429K	3.42%	10
2024 Q3	$5.82M	Sell	125,420 -12,633	-9%	-$589K	3.74%	9
2024 Q2	$6.27M	Buy	138,053 +2,631	+2%	+$118K	4.04%	5
2024 Q1	$6.18M	Buy	135,422 +11,494	+9%	+$524K	4.14%	4
2023 Q4	$5.75M	Buy	+123,928	New	+$5.48M	4.5%	4

Other funds holding VMBS

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

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 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

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

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

Forthright Family Wealth Advisory's VMBS Position: Q2 2026 in Review

Forthright Family Wealth Advisory reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 21% in Q2 2026, selling an estimated $1.33M and leaving 107,074 shares worth $5.01M. The position accounts for 2.84% of the portfolio, ranked #12.

Forthright Family Wealth Advisory first reported a position in VMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.27M in Q2 2024. 321 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Forthright Family Wealth Advisory held 107,074 shares of Vanguard Mortgage-Backed Securities ETF worth $5.01M as of Q2 2026.
Forthright Family Wealth Advisory sold 28,348 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.33M.
Vanguard Mortgage-Backed Securities ETF made up 2.84% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #12 holding.
Forthright Family Wealth Advisory first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 11 quarters since.
Forthright Family Wealth Advisory's Vanguard Mortgage-Backed Securities ETF position peaked at $6.27M in Q2 2024.
321 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.