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Hohimer Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Hohimer Wealth 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 		$3.4M Buy
72,557
+29,858
+70% +$1.4M 0.34% 88
2026
Q1 		$2M Buy
42,699
+22,608
+113% +$1.07M 0.24% 128
2025
Q4 		$946K Buy
20,091
+81
+0.4% +$3.82K 0.13% 141
2025
Q3 		$940K Buy
20,010
+565
+3% +$26.2K 0.13% 145
2025
Q2 		$901K Sell
19,445
-683
-3% -$31.3K 0.16% 117
2025
Q1 		$932K Sell
20,128
-833
-4% -$38.1K 0.18% 112
2024
Q4 		$950K Sell
20,961
-4,723
-18% -$217K 0.18% 114
2024
Q3 		$1.21M Buy
25,684
+191
+0.7% +$8.9K 0.26% 98
2024
Q2 		$1.16M Buy
25,493
+1,771
+7% +$79.7K 0.27% 98
2024
Q1 		$1.08M Buy
23,722
+10,800
+84% +$492K 0.25% 108
2023
Q4 		$599K Buy
12,922
+1,553
+14% +$68.7K 0.15% 145
2023
Q3 		$498K Buy
11,369
+3,545
+45% +$160K 0.14% 147
2023
Q2 		$360K Buy
7,824
+1,887
+32% +$87.3K 0.1% 160
2023
Q1 		$276K Buy
+5,937
New +$276K 0.08% 162

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

Hohimer Wealth Management's VMBS Position: Q2 2026 in Review

Hohimer Wealth Management increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 70% in Q2 2026, buying an estimated $1.4M and bringing the position to 72,557 shares worth $3.4M. The position accounts for 0.34% of the portfolio, ranked #88.

Hohimer Wealth Management first reported a position in VMBS in Q1 2023 and has held it in 14 quarters since. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Hohimer Wealth Management held 72,557 shares of Vanguard Mortgage-Backed Securities ETF worth $3.4M as of Q2 2026.
  • Hohimer Wealth Management bought 29,858 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.4M.
  • Vanguard Mortgage-Backed Securities ETF made up 0.34% of Hohimer Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Hohimer Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2023 and has held it in 14 quarters since.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.