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

Insigneo Advisory Services’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	$223K	Buy	4,758 +287	+6%	+$13.4K	0.01%	743
2026 Q1	$210K	Sell	4,471 -49	-1%	-$2.31K	0.01%	633
2025 Q4	$213K	Sell	4,520 -281	-6%	-$13.2K	0.02%	629
2025 Q3	$225K	Buy	+4,801	New	+$223K	0.02%	600
2025 Q1	–	Sell	-6,544	Closed	-$297K	–	684
2024 Q4	$297K	Buy	6,544 +1,068	+20%	+$49.1K	0.03%	420
2024 Q3	$259K	Buy	5,476 +1,198	+28%	+$55.8K	0.03%	486
2024 Q2	$200K	Buy	+4,278	New	+$192K	0.02%	503

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Insigneo Advisory Services's VMBS Position: Q2 2026 in Review

Insigneo Advisory Services increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 6.4% in Q2 2026, buying an estimated $13.4K and bringing the position to 4,758 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #743.

Insigneo Advisory Services first reported a position in VMBS in Q2 2024 and has held it in 7 quarters since. The position peaked at $297K in Q4 2024. 707 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Insigneo Advisory Services held 4,758 shares of Vanguard Mortgage-Backed Securities ETF worth $223K as of Q2 2026.
Insigneo Advisory Services bought 287 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $13.4K.
Vanguard Mortgage-Backed Securities ETF made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #743 holding.
Insigneo Advisory Services first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2024 and has held it in 7 quarters since.
Insigneo Advisory Services's Vanguard Mortgage-Backed Securities ETF position peaked at $297K in Q4 2024.
707 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

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