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 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 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

JFS Wealth Advisors's VMBS Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026: 18 shares worth $843. The stake represents ﹤0.01% of the portfolio and ranks #1848 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in VMBS as recently as Q4 2021.

JFS Wealth Advisors first reported a position in VMBS in Q4 2016 and has held it in 10 quarters since. The position peaked at $40K in Q1 2018. 707 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

JFS Wealth Advisors held 18 shares of Vanguard Mortgage-Backed Securities ETF worth $843 as of Q2 2026.
Vanguard Mortgage-Backed Securities ETF was a new JFS Wealth Advisors position in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1848 holding.
JFS Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2016 and has held it in 10 quarters since.
JFS Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $40K in Q1 2018.
707 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.