Kingsview Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Kingsview Wealth Management’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	–	Sell	-5,111	Closed	-$240K	–	1522
2026 Q1	$240K	Sell	5,111 -787	-13%	-$37.2K	﹤0.01%	1175
2025 Q4	$278K	Buy	5,898 +4	+0.1%	+$188	﹤0.01%	1049
2025 Q3	$277K	Buy	5,894 +826	+16%	+$38.3K	﹤0.01%	998
2025 Q2	$235K	Sell	5,068 -940	-16%	-$43K	﹤0.01%	1044
2025 Q1	$278K	Buy	+6,008	New	+$275K	0.01%	923
2024 Q4	–	Sell	-12,709	Closed	-$600K	–	1192
2024 Q3	$600K	Buy	+12,709	New	+$592K	0.01%	655

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

Kingsview Wealth Management's VMBS Position: Q2 2026 in Review

Kingsview Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026, closing a stake of 5,111 shares — an estimated $240K sold.

Kingsview Wealth Management first reported a position in VMBS in Q3 2024 and held it in 6 quarters. The position peaked at $600K in Q3 2024. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Kingsview Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
Kingsview Wealth Management sold 5,111 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $240K.
Kingsview Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2024 and held it in 6 quarters.
Kingsview Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $600K in Q3 2024.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.