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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
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 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

Main Street Group's VMBS Position: Q2 2026 in Review

Main Street Group reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 45% in Q2 2026, selling an estimated $17.9K and leaving 465 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #430.

Main Street Group first reported a position in VMBS in Q4 2023 and has held it in 5 quarters since. The position peaked at $39.8K in Q1 2026. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Main Street Group held 465 shares of Vanguard Mortgage-Backed Securities ETF worth $21.8K as of Q2 2026.
  • Main Street Group sold 383 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $17.9K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of Main Street Group's portfolio in Q2 2026, its #430 holding.
  • Main Street Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 5 quarters since.
  • Main Street Group's Vanguard Mortgage-Backed Securities ETF position peaked at $39.8K in Q1 2026.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.