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IFG Advisory’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

IFG Advisory’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 		$202K Buy
4,321
+4,098
+1,838% +$192K 0.01% 865
2026
Q1 		$10.5K Buy
+223
New +$10.5K 0.03% 243
2025
Q2 		– Sell
-4,762
Closed -$221K – 751
2025
Q1 		$221K Sell
4,762
-519
-10% -$23.7K 0.01% 638
2024
Q4 		$239K Buy
+5,281
New +$243K 0.01% 596

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

IFG Advisory's VMBS Position: Q2 2026 in Review

IFG Advisory increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 1,838% in Q2 2026, buying an estimated $192K and bringing the position to 4,321 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #865.

IFG Advisory first reported a position in VMBS in Q4 2024 and has held it in 4 quarters since. The position peaked at $239K in Q4 2024. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • IFG Advisory held 4,321 shares of Vanguard Mortgage-Backed Securities ETF worth $202K as of Q2 2026.
  • IFG Advisory bought 4,098 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $192K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #865 holding.
  • IFG Advisory first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 4 quarters since.
  • IFG Advisory's Vanguard Mortgage-Backed Securities ETF position peaked at $239K in Q4 2024.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.