Independent Advisor Alliance’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Independent Advisor Alliance’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 Q1	$1.33M	Buy	28,370 +14,806	+109%	+$699K	0.01%	699
2025 Q4	$639K	Buy	13,564 +1,244	+10%	+$58.6K	0.02%	582
2025 Q3	$579K	Buy	12,320 +1,061	+9%	+$49.3K	0.02%	580
2025 Q2	$522K	Sell	11,259 -4,967	-31%	-$227K	0.02%	575
2025 Q1	$751K	Sell	16,226 -18,222	-53%	-$833K	0.02%	427
2024 Q4	$1.56M	Buy	+34,448	New	+$1.58M	0.02%	587
2020 Q1	–	Sell	-88,979	Closed	-$4.73M	–	849
2019 Q4	$4.73M	Buy	+88,979	New	+$4.73M	0.21%	113
2017 Q2	–	Sell	-15,935	Closed	-$838K	–	405
2017 Q1	$838K	Buy	+15,935	New	+$834K	0.13%	181

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Advisor Alliance's VMBS Position: Q1 2026 in Review

Independent Advisor Alliance increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 109% in Q1 2026, buying an estimated $699K and bringing the position to 28,370 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #699.

Independent Advisor Alliance first reported a position in VMBS in Q1 2017 and has held it in 8 quarters since. The position peaked at $4.73M in Q4 2019. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

Independent Advisor Alliance held 28,370 shares of Vanguard Mortgage-Backed Securities ETF worth $1.33M as of Q1 2026.
Independent Advisor Alliance bought 14,806 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $699K.
Vanguard Mortgage-Backed Securities ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #699 holding.
Independent Advisor Alliance first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2017 and has held it in 8 quarters since.
Independent Advisor Alliance's Vanguard Mortgage-Backed Securities ETF position peaked at $4.73M in Q4 2019.
705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.