Main Street Group
VMBS icon

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

Main Street 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
Q3 		$20.7K Hold
465
– – ﹤0.01% 444
2026
Q2 		$21.8K Sell
465
-383
-45% -$17.9K 0.01% 430
2026
Q1 		$39.8K Buy
+848
New +$40K 0.01% 300
2024
Q3 		– Sell
-366
Closed -$16.4K – 863
2024
Q2 		$16.4K Hold
366
– – 0.01% 436
2024
Q1 		$16.5K Hold
366
– – 0.01% 461
2023
Q4 		$17K Buy
+366
New +$16.2K 0.01% 671

Other funds holding VMBS

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Main Street Group's VMBS Position: Q3 2026 in Review

Main Street Group held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q3 2026 at 465 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Main Street Group first reported a position in VMBS in Q4 2023 and has held it in 6 quarters since. The position peaked at $39.8K in Q1 2026. 407 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Main Street Group held 465 shares of Vanguard Mortgage-Backed Securities ETF worth $20.7K as of Q3 2026.
  • Main Street Group left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q3 2026.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Main Street Group's portfolio in Q3 2026, its #444 holding.
  • Main Street Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 6 quarters since.
  • Main Street Group's Vanguard Mortgage-Backed Securities ETF position peaked at $39.8K in Q1 2026.
  • 407 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Main Street Group's 13F filing for Q3 2026, filed 28 Oct 2026.