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Founders Financial Alliance’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Founders Financial Alliance’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 		$48.1K Sell
1,028
-30
-3% -$1.4K 0.01% 563
2026
Q1 		$49.7K Buy
+1,058
New +$49.9K 0.01% 514
2025
Q4 		– Sell
-1,398
Closed -$65.7K – 723
2025
Q3 		$65.7K Buy
+1,398
New +$64.9K 0.01% 473
2025
Q2 		– Sell
-1,570
Closed -$72.7K – 622
2025
Q1 		$72.7K Buy
1,570
+95
+6% +$4.34K 0.02% 412
2024
Q4 		$66.9K Sell
1,475
-33
-2% -$1.52K 0.02% 361
2024
Q3 		$71.2K Buy
+1,508
New +$70.3K 0.02% 362
2023
Q3 		– Sell
-1,273
Closed -$58.5K – 520
2023
Q2 		$58.5K Buy
+1,273
New +$58.9K 0.02% 332
2022
Q3 		– Sell
-1,464
Closed -$70K – 554
2022
Q2 		$70K Sell
1,464
-446
-23% -$21.5K 0.04% 297
2022
Q1 		$96K Buy
1,910
+1
+0.1% +$51 0.04% 266
2021
Q4 		$101K Buy
1,909
+1
+0.1% +$53 0.04% 300
2021
Q3 		$102K Buy
1,908
+1
+0.1% +$53 0.05% 277
2021
Q2 		$103K Buy
1,907
+206
+12% +$11K 0.05% 291
2021
Q1 		$92K Buy
1,701
+293
+21% +$15.8K 0.05% 281
2020
Q4 		$77K Hold
1,408
– – 0.04% 265
2020
Q3 		$78K Buy
+1,408
New +$76.5K 0.05% 305

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

Founders Financial Alliance's VMBS Position: Q2 2026 in Review

Founders Financial Alliance reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 2.8% in Q2 2026, selling an estimated $1.4K and leaving 1,028 shares worth $48.1K. The position accounts for 0.01% of the portfolio, ranked #563.

Founders Financial Alliance first reported a position in VMBS in Q3 2020 and has held it in 15 quarters since. The position peaked at $103K in Q2 2021. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Founders Financial Alliance held 1,028 shares of Vanguard Mortgage-Backed Securities ETF worth $48.1K as of Q2 2026.
  • Founders Financial Alliance sold 30 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.4K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #563 holding.
  • Founders Financial Alliance first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2020 and has held it in 15 quarters since.
  • Founders Financial Alliance's Vanguard Mortgage-Backed Securities ETF position peaked at $103K in Q2 2021.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.