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Fourth Dimension Wealth’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Fourth Dimension Wealth’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 		$8.01K Hold
171
– – ﹤0.01% 501
2026
Q1 		$8.03K Hold
171
– – ﹤0.01% 439
2025
Q4 		$8.05K Hold
171
– – ﹤0.01% 438
2025
Q3 		$8.03K Hold
171
– – ﹤0.01% 441
2025
Q2 		$7.92K Hold
171
– – ﹤0.01% 446
2025
Q1 		$7.92K Hold
171
– – ﹤0.01% 445
2024
Q4 		$7.75K Buy
+171
New +$7.86K ﹤0.01% 457

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

Fourth Dimension Wealth's VMBS Position: Q2 2026 in Review

Fourth Dimension Wealth held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 171 shares worth $8.01K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Fourth Dimension Wealth first reported a position in VMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.05K in Q4 2025. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Fourth Dimension Wealth held 171 shares of Vanguard Mortgage-Backed Securities ETF worth $8.01K as of Q2 2026.
  • Fourth Dimension Wealth left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #501 holding.
  • Fourth Dimension Wealth first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Vanguard Mortgage-Backed Securities ETF position peaked at $8.05K in Q4 2025.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.