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

LongView 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	-4,251	Closed	-$201K	–	256
2026 Q1	$201K	Sell	4,251 -494	-10%	-$23.3K	0.05%	246
2025 Q4	$224K	Sell	4,745 -1,723	-27%	-$81.2K	0.05%	239
2025 Q3	$304K	Sell	6,468 -1,553	-19%	-$72.1K	0.08%	173
2025 Q2	$372K	Sell	8,021 -1,398	-15%	-$64K	0.11%	145
2025 Q1	$436K	Sell	9,419 -180	-2%	-$8.23K	0.13%	129
2024 Q4	$435K	Sell	9,599 -237	-2%	-$10.9K	0.13%	128
2024 Q3	$464K	Buy	9,836 +151	+2%	+$7.04K	0.15%	115
2024 Q2	$440K	Sell	9,685 -508	-5%	-$22.8K	0.16%	111
2024 Q1	$465K	Buy	10,193 +2,562	+34%	+$117K	0.18%	106
2023 Q4	$351K	Buy	+7,631	New	+$337K	0.16%	126

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

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

LongView Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026, closing a stake of 4,251 shares — an estimated $201K sold.

LongView Wealth Management first reported a position in VMBS in Q4 2023 and held it in 10 quarters. The position peaked at $465K in Q1 2024. 707 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

LongView Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
LongView Wealth Management sold 4,251 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $201K.
LongView Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and held it in 10 quarters.
LongView Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $465K in Q1 2024.
707 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.