HHM Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

HHM Wealth 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	–	Sell	-140	Closed	-$6.57K	–	949
2026 Q1	$6.57K	Buy	+140	New	+$6.61K	﹤0.01%	691
2024 Q3	–	Sell	-205	Closed	-$9.31K	–	837
2024 Q2	$9.31K	Buy	205 +81	+65%	+$3.64K	﹤0.01%	556
2024 Q1	$5.66K	Hold	124	–	–	﹤0.01%	617
2023 Q4	$5.75K	Hold	124	–	–	﹤0.01%	616
2023 Q3	$5.43K	Sell	124 -651	-84%	-$29.3K	﹤0.01%	626
2023 Q2	$35.6K	Buy	775 +97	+14%	+$4.49K	0.01%	334
2023 Q1	$31.6K	Buy	+678	New	+$31.5K	0.01%	340

Other funds holding VMBS

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 $43.3B AUM 29.3% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HHM Wealth Advisors's VMBS Position: Q2 2026 in Review

HHM Wealth Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026, closing a stake of 140 shares — an estimated $6.57K sold.

HHM Wealth Advisors first reported a position in VMBS in Q1 2023 and held it in 7 quarters. The position peaked at $35.6K in Q2 2023. 273 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

HHM Wealth Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
HHM Wealth Advisors sold 140 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $6.57K.
HHM Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2023 and held it in 7 quarters.
HHM Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $35.6K in Q2 2023.
273 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.