LFG
VMBS icon

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

Larson 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 		$257K Hold
5,494
– – 0.01% 751
2026
Q1 		$258K Buy
5,494
+3
+0.1% +$142 0.01% 644
2025
Q4 		$259K Sell
5,491
-540
-9% -$25.4K 0.01% 644
2025
Q3 		$283K Sell
6,031
-338
-5% -$15.7K 0.01% 616
2025
Q2 		$295K Buy
6,369
+22
+0.3% +$1.01K 0.01% 578
2025
Q1 		$294K Sell
6,347
-1,416
-18% -$64.7K 0.01% 535
2024
Q4 		$352K Sell
7,763
-2,408
-24% -$111K 0.02% 444
2024
Q3 		$480K Buy
10,171
+1,394
+16% +$64.9K 0.03% 345
2024
Q2 		$398K Buy
8,777
+8,159
+1,320% +$367K 0.03% 316
2024
Q1 		$28.2K Sell
618
-280
-31% -$12.8K ﹤0.01% 818
2023
Q4 		$41.6K Sell
898
-1,014
-53% -$44.8K ﹤0.01% 691
2023
Q3 		$83.7K Buy
1,912
+805
+73% +$36.3K 0.01% 487
2023
Q2 		$50.9K Sell
1,107
-222
-17% -$10.3K 0.01% 553
2023
Q1 		$61.9K Buy
1,329
+731
+122% +$33.9K 0.01% 507
2022
Q4 		$27.2K Buy
598
+306
+105% +$13.9K ﹤0.01% 630
2022
Q3 		$13K Hold
292
– – ﹤0.01% 729
2022
Q2 		$14K Buy
292
+130
+80% +$6.26K ﹤0.01% 629
2022
Q1 		$8K Buy
162
+16
+11% +$821 ﹤0.01% 717
2021
Q4 		$8K Buy
146
+6
+4% +$318 ﹤0.01% 740
2021
Q3 		$7K Buy
140
+137
+4,567% +$7.32K ﹤0.01% 656
2021
Q2 		$0 Hold
3
– – ﹤0.01% 946
2021
Q1 		$0 Hold
3
– – ﹤0.01% 933
2020
Q4 		$0 Hold
3
– – ﹤0.01% 857
2020
Q3 		$0 Hold
3
– – ﹤0.01% 842
2020
Q2 		$0 Buy
+3
New +$163 ﹤0.01% 764
2020
Q1 		– Sell
-69
Closed -$4K – 661
2019
Q4 		$4K Buy
69
+15
+28% +$798 ﹤0.01% 403
2019
Q3 		$3K Hold
54
– – ﹤0.01% 417
2019
Q2 		$3K Hold
54
– – ﹤0.01% 372
2019
Q1 		$3K Hold
54
– – ﹤0.01% 359
2018
Q4 		$3K Buy
+54
New +$2.74K ﹤0.01% 337

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Larson Financial Group held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 5,494 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #751.

Larson Financial Group first reported a position in VMBS in Q4 2018 and has held it in 30 quarters since. The position peaked at $480K in Q3 2024. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Larson Financial Group held 5,494 shares of Vanguard Mortgage-Backed Securities ETF worth $257K as of Q2 2026.
  • Larson Financial Group left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #751 holding.
  • Larson Financial Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's Vanguard Mortgage-Backed Securities ETF position peaked at $480K in Q3 2024.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.