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Intelligence Driven Advisers’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Intelligence Driven Advisers’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 		$23.2M Buy
495,921
+21,994
+5% +$1.03M 3.77% 7
2026
Q1 		$22.3M Sell
473,927
-25,646
-5% -$1.21M 3.88% 8
2025
Q4 		$23.5M Sell
499,573
-40,082
-7% -$1.89M 3.36% 9
2025
Q3 		$25.3M Buy
539,655
+36,404
+7% +$1.69M 3.51% 10
2025
Q2 		$23.3M Sell
503,251
-4,898
-1% -$224K 3.52% 11
2025
Q1 		$23.5M Sell
508,149
-24,084
-5% -$1.1M 4.53% 8
2024
Q4 		$24.1M Sell
532,233
-93,796
-15% -$4.31M 4.54% 8
2024
Q3 		$29.6M Buy
+626,029
New +$29.2M 4.22% 9
2023
Q3 		– Sell
-6,600
Closed -$298K – 99
2023
Q2 		$298K Sell
6,600
-22,749
-78% -$1.05M 0.05% 71
2023
Q1 		$1.38M Sell
29,349
-3,597
-11% -$167K 0.25% 40
2022
Q4 		$1.53M Sell
32,946
-1,006
-3% -$45.6K 0.28% 40
2022
Q3 		$1.52M Sell
33,952
-13,370
-28% -$636K 0.31% 52
2022
Q2 		$2.26M Sell
47,322
-6,697
-12% -$323K 0.44% 46
2022
Q1 		$2.66M Sell
54,019
-5,188
-9% -$266K 0.49% 41
2021
Q4 		$3.09M Buy
+59,207
New +$3.14M 0.57% 35
2021
Q3 		– Sell
-63,489
Closed -$3.39M – 89
2021
Q2 		$3.39M Buy
63,489
+11,483
+22% +$614K 0.66% 32
2021
Q1 		$2.78M Sell
52,006
-284
-0.5% -$15.3K 0.62% 31
2020
Q4 		$2.83M Buy
+52,290
New +$2.83M 0.63% 32

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

Intelligence Driven Advisers's VMBS Position: Q2 2026 in Review

Intelligence Driven Advisers increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 4.6% in Q2 2026, buying an estimated $1.03M and bringing the position to 495,921 shares worth $23.2M. The position accounts for 3.77% of the portfolio, ranked #7.

Intelligence Driven Advisers first reported a position in VMBS in Q4 2020 and has held it in 18 quarters since. The position peaked at $29.6M in Q3 2024. 707 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Intelligence Driven Advisers held 495,921 shares of Vanguard Mortgage-Backed Securities ETF worth $23.2M as of Q2 2026.
  • Intelligence Driven Advisers bought 21,994 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.03M.
  • Vanguard Mortgage-Backed Securities ETF made up 3.77% of Intelligence Driven Advisers's portfolio in Q2 2026, its #7 holding.
  • Intelligence Driven Advisers first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2020 and has held it in 18 quarters since.
  • Intelligence Driven Advisers's Vanguard Mortgage-Backed Securities ETF position peaked at $29.6M in Q3 2024.
  • 707 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.