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 Q2	$26.7K	Sell	570 -54	-9%	-$2.53K	0.01%	339
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 $1.55T 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

Kingdom Financial Group's VMBS Position: Q2 2026 in Review

Kingdom Financial Group reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 8.7% in Q2 2026, selling an estimated $2.53K and leaving 570 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #339.

Kingdom Financial Group first reported a position in VMBS in Q2 2023 and has held it in 11 quarters since. The position peaked at $11.7M in Q3 2024. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Kingdom Financial Group held 570 shares of Vanguard Mortgage-Backed Securities ETF worth $26.7K as of Q2 2026.
Kingdom Financial Group sold 54 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $2.53K.
Vanguard Mortgage-Backed Securities ETF made up 0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #339 holding.
Kingdom Financial Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2023 and has held it in 11 quarters since.
Kingdom Financial Group's Vanguard Mortgage-Backed Securities ETF position peaked at $11.7M in Q3 2024.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.