Gould Asset Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Gould Asset Management’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	$3.99M	Buy	85,270 +2,452	+3%	+$115K	0.63%	23
2026 Q1	$3.89M	Buy	82,818 +16,163	+24%	+$763K	0.68%	23
2025 Q4	$3.14M	Buy	66,655 +7,635	+13%	+$360K	0.56%	24
2025 Q3	$2.77M	Buy	59,020 +1,145	+2%	+$53.2K	0.51%	25
2025 Q2	$2.68M	Buy	57,875 +3,210	+6%	+$147K	0.53%	25
2025 Q1	$2.53M	Buy	+54,665	New	+$2.5M	0.52%	28
2021 Q4	–	Sell	-43,452	Closed	-$2.32M	–	144
2021 Q3	$2.32M	Buy	43,452 +315	+0.7%	+$16.8K	0.71%	22
2021 Q2	$2.3M	Buy	43,137 +1,485	+4%	+$79.4K	0.65%	24
2021 Q1	$2.22M	Sell	41,652 -1,325	-3%	-$71.3K	0.68%	24
2020 Q4	$2.32M	Sell	42,977 -21,850	-34%	-$1.18M	0.71%	25
2020 Q3	$3.52M	Sell	64,827 -152,294	-70%	-$8.28M	1.19%	15
2020 Q2	$11.8M	Buy	+217,121	New	+$11.8M	4.14%	3
2019 Q1	–	Sell	-6,430	Closed	-$331K	–	140
2018 Q4	$331K	Sell	6,430 -64,590	-91%	-$3.28M	0.14%	81
2018 Q3	$3.62M	Buy	71,020 +4,150	+6%	+$213K	1.45%	10
2018 Q2	$3.44M	Sell	66,870 -1,030	-2%	-$52.8K	1.48%	10
2018 Q1	$3.5M	Buy	67,900 +32,255	+90%	+$1.67M	1.54%	9
2017 Q4	$1.87M	Buy	35,645 +7,330	+26%	+$386K	0.81%	18
2017 Q3	$1.49M	Buy	28,315 +4,155	+17%	+$219K	0.67%	22
2017 Q2	$1.27M	Buy	24,160 +2,445	+11%	+$129K	0.61%	24
2017 Q1	$1.14M	Buy	21,715 +2,160	+11%	+$113K	0.57%	27
2016 Q4	$1.02M	Buy	19,555 +12,210	+166%	+$648K	0.52%	25
2016 Q3	$396K	Sell	7,345 -335	-4%	-$18K	0.21%	64
2016 Q2	$414K	Sell	7,680 -185	-2%	-$9.9K	0.22%	63
2016 Q1	$421K	Buy	7,865 +355	+5%	+$18.9K	0.23%	58
2015 Q4	$396K	Sell	7,510 -250	-3%	-$13.3K	0.21%	62
2015 Q3	$414K	Buy	7,760 +1,055	+16%	+$56K	0.23%	61
2015 Q2	$354K	Buy	+6,705	New	+$357K	0.18%	69

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

Gould Asset Management's VMBS Position: Q2 2026 in Review

Gould Asset Management increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 3% in Q2 2026, buying an estimated $115K and bringing the position to 85,270 shares worth $3.99M. The position accounts for 0.63% of the portfolio, ranked #23.

Gould Asset Management first reported a position in VMBS in Q2 2015 and has held it in 27 quarters since. The position peaked at $11.8M in Q2 2020. 709 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Gould Asset Management held 85,270 shares of Vanguard Mortgage-Backed Securities ETF worth $3.99M as of Q2 2026.
Gould Asset Management bought 2,452 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $115K.
Vanguard Mortgage-Backed Securities ETF made up 0.63% of Gould Asset Management's portfolio in Q2 2026, its #23 holding.
Gould Asset Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2015 and has held it in 27 quarters since.
Gould Asset Management's Vanguard Mortgage-Backed Securities ETF position peaked at $11.8M in Q2 2020.
709 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.