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Independent Financial Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Independent Financial Group’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
-11,576
Closed -$543K – 1630
2026
Q1 		$543K Buy
11,576
+4,748
+70% +$224K 0.01% 896
2025
Q4 		$321K Buy
6,828
+1,309
+24% +$61.7K 0.01% 1115
2025
Q3 		$259K Sell
5,519
-5,346
-49% -$248K 0.01% 1155
2025
Q2 		$503K Buy
10,865
+4,905
+82% +$224K 0.01% 783
2025
Q1 		$276K Sell
5,960
-645
-10% -$29.5K 0.01% 964
2024
Q4 		$299K Sell
6,605
-1,712
-21% -$78.7K 0.01% 902
2024
Q3 		$393K Sell
8,317
-28
-0.3% -$1.3K 0.01% 756
2024
Q2 		$379K Sell
8,345
-476
-5% -$21.4K 0.02% 726
2024
Q1 		$402K Buy
8,821
+351
+4% +$16K 0.02% 659
2023
Q4 		$393K Sell
8,470
-1,890
-18% -$83.6K 0.02% 631
2023
Q3 		$454K Buy
10,360
+250
+2% +$11.3K 0.03% 524
2023
Q2 		$465K Sell
10,110
-1,963
-16% -$90.8K 0.03% 494
2023
Q1 		$562K Sell
12,073
-4
-0% -$186 0.05% 422
2022
Q4 		$550K Buy
12,077
+304
+3% +$13.8K 0.05% 393
2022
Q3 		$531K Hold
11,773
– – 0.05% 382
2022
Q2 		$563K Sell
11,773
-159
-1% -$7.66K 0.06% 353
2022
Q1 		$598K Buy
+11,932
New +$613K 0.05% 376
2021
Q4 		– Sell
-4,100
Closed -$218K – 836
2021
Q3 		$218K Buy
+4,100
New +$219K 0.02% 636
2021
Q2 		– Sell
-4,228
Closed -$226K – 738
2021
Q1 		$226K Buy
+4,228
New +$228K 0.03% 555

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

Independent Financial Group's VMBS Position: Q2 2026 in Review

Independent Financial Group sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026, closing a stake of 11,576 shares — an estimated $543K sold.

Independent Financial Group first reported a position in VMBS in Q1 2021 and held it in 19 quarters. The position peaked at $598K in Q1 2022. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Independent Financial Group reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 11,576 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $543K.
  • Independent Financial Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2021 and held it in 19 quarters.
  • Independent Financial Group's Vanguard Mortgage-Backed Securities ETF position peaked at $598K in Q1 2022.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.