JFS Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

JFS Wealth Advisors’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 Q3	$800	Hold	18	–	–	﹤0.01%	1826
2026 Q2	$843	Buy	+18	New	+$842	﹤0.01%	1848
2022 Q1	–	Sell	-171	Closed	-$9K	–	1982
2021 Q4	$9K	Buy	+171	New	+$9.06K	﹤0.01%	711
2018 Q4	–	Sell	-767	Closed	-$39K	–	534
2018 Q3	$39K	Hold	767	–	–	0.01%	263
2018 Q2	$39K	Hold	767	–	–	0.01%	257
2018 Q1	$40K	Hold	767	–	–	0.01%	263
2017 Q4	$40K	Hold	767	–	–	0.01%	270
2017 Q3	$40K	Hold	767	–	–	0.01%	261
2017 Q2	$40K	Hold	767	–	–	0.01%	240
2017 Q1	$40K	Hold	767	–	–	0.01%	243
2016 Q4	$40K	Buy	+767	New	+$40.7K	0.01%	243

Other funds holding VMBS

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

JFS Wealth Advisors's VMBS Position: Q3 2026 in Review

JFS Wealth Advisors held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q3 2026 at 18 shares worth $800. The position accounts for ﹤0.01% of the portfolio, ranked #1826.

JFS Wealth Advisors first reported a position in VMBS in Q4 2016 and has held it in 11 quarters since. The position peaked at $40K in Q1 2018. 478 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

JFS Wealth Advisors held 18 shares of Vanguard Mortgage-Backed Securities ETF worth $800 as of Q3 2026.
JFS Wealth Advisors left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q3 2026.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1826 holding.
JFS Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2016 and has held it in 11 quarters since.
JFS Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $40K in Q1 2018.
478 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.