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

Kingdom 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 Q1	$29.3K	Buy	624 +5	+0.8%	+$236	0.01%	338
2025 Q4	$29.2K	Buy	+619	New	+$29.2K	0.01%	311
2025 Q2	–	Sell	-224,907	Closed	-$10.4M	–	75
2025 Q1	$10.4M	Sell	224,907 -9,115	-4%	-$417K	7.64%	4
2024 Q4	$10.6M	Sell	234,022 -14,684	-6%	-$675K	7.25%	4
2024 Q3	$11.7M	Sell	248,706 -3,354	-1%	-$156K	8.78%	3
2024 Q2	$11.4M	Buy	252,060 +33,420	+15%	+$1.5M	7.74%	4
2024 Q1	$9.97M	Buy	218,640 +71,574	+49%	+$3.26M	7.01%	4
2023 Q4	$6.82M	Sell	147,066 -1,838	-1%	-$81.3K	5.94%	4
2023 Q3	$6.52M	Buy	148,904 +9,428	+7%	+$425K	6.14%	4
2023 Q2	$6.41M	Buy	+139,476	New	+$6.45M	6.29%	4

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kingdom Financial Group's VMBS Position: Q1 2026 in Review

Kingdom Financial Group increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.81% in Q1 2026, buying an estimated $236 and bringing the position to 624 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #338.

Kingdom Financial Group first reported a position in VMBS in Q2 2023 and has held it in 10 quarters since. The position peaked at $11.7M in Q3 2024. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

Kingdom Financial Group held 624 shares of Vanguard Mortgage-Backed Securities ETF worth $29.3K as of Q1 2026.
Kingdom Financial Group bought 5 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $236.
Vanguard Mortgage-Backed Securities ETF made up 0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #338 holding.
Kingdom Financial Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2023 and has held it in 10 quarters since.
Kingdom Financial Group's Vanguard Mortgage-Backed Securities ETF position peaked at $11.7M in Q3 2024.
705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.