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

Leuthold 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 		$5.52M Sell
117,868
-47,238
-29% -$2.21M 0.55% 76
2026
Q1 		$7.75M Hold
165,106
– – 0.83% 39
2025
Q4 		$7.77M Sell
165,106
-2,491
-1% -$117K 0.84% 41
2025
Q3 		$7.87M Buy
+167,597
New +$7.78M 0.86% 41
2023
Q3 		– Sell
-177,568
Closed -$8.17M – 220
2023
Q2 		$8.17M Hold
177,568
– – 1.06% 22
2023
Q1 		$8.27M Hold
177,568
– – 1.09% 20
2022
Q4 		$8.08M Hold
177,568
– – 1.09% 21
2022
Q3 		$8.01M Buy
+177,568
New +$8.45M 1.21% 16
2018
Q1 		– Sell
-128,398
Closed -$6.73M – 217
2017
Q4 		$6.73M Buy
128,398
+44
+0% +$2.32K 0.67% 53
2017
Q3 		$6.78M Buy
128,354
+119
+0.1% +$6.29K 0.68% 49
2017
Q2 		$6.75M Buy
128,235
+48,556
+61% +$2.56M 0.72% 39
2017
Q1 		$4.18M Hold
79,679
– – 0.45% 87
2016
Q4 		$4.17M Hold
79,679
– – 0.47% 91
2016
Q3 		$4.3M Hold
79,679
– – 0.45% 85
2016
Q2 		$4.29M Hold
79,679
– – 0.45% 86
2016
Q1 		$4.26M Hold
79,679
– – 0.46% 85
2015
Q4 		$4.2M Hold
79,679
– – 0.44% 97
2015
Q3 		$4.25M Hold
79,679
– – 0.45% 83
2015
Q2 		$4.21M Hold
79,679
– – 0.39% 99
2015
Q1 		$4.26M Hold
79,679
– – 0.4% 92
2014
Q4 		$4.22M Hold
79,679
– – 0.42% 91
2014
Q3 		$4.19M Hold
79,679
– – 0.38% 101
2014
Q2 		$4.19M Hold
79,679
– – 0.36% 97
2014
Q1 		$4.12M Hold
79,679
– – 0.37% 97
2013
Q4 		$4.07M Hold
79,679
– – 0.36% 93
2013
Q3 		$4.1M Sell
79,679
-1,344
-2% -$68.5K 0.38% 87
2013
Q2 		$4.13M Buy
+81,023
New +$4.21M 0.38% 84

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

Leuthold Group's VMBS Position: Q2 2026 in Review

Leuthold Group reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 29% in Q2 2026, selling an estimated $2.21M and leaving 117,868 shares worth $5.52M. The position accounts for 0.55% of the portfolio, ranked #76.

Leuthold Group first reported a position in VMBS in Q2 2013 and has held it in 27 quarters since. The position peaked at $8.27M in Q1 2023. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Leuthold Group held 117,868 shares of Vanguard Mortgage-Backed Securities ETF worth $5.52M as of Q2 2026.
  • Leuthold Group sold 47,238 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $2.21M.
  • Vanguard Mortgage-Backed Securities ETF made up 0.55% of Leuthold Group's portfolio in Q2 2026, its #76 holding.
  • Leuthold Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2013 and has held it in 27 quarters since.
  • Leuthold Group's Vanguard Mortgage-Backed Securities ETF position peaked at $8.27M in Q1 2023.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.