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Lowe Brockenbrough & Co’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Lowe Brockenbrough & Co’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 		$18.7K Hold
399
– – ﹤0.01% 319
2026
Q1 		$18.7K Hold
399
– – ﹤0.01% 315
2025
Q4 		$18.8K Hold
399
– – ﹤0.01% 315
2025
Q3 		$18.7K Buy
+399
New +$18.5K ﹤0.01% 316

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

Lowe Brockenbrough & Co's VMBS Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 399 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Lowe Brockenbrough & Co first reported a position in VMBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.8K in Q4 2025. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Lowe Brockenbrough & Co held 399 shares of Vanguard Mortgage-Backed Securities ETF worth $18.7K as of Q2 2026.
  • Lowe Brockenbrough & Co left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #319 holding.
  • Lowe Brockenbrough & Co first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • Lowe Brockenbrough & Co's Vanguard Mortgage-Backed Securities ETF position peaked at $18.8K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.