MCF Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

MCF Advisors’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	-657	Closed	-$30.8K	–	1478
2026 Q1	$30.8K	Buy	+657	New	+$31K	﹤0.01%	709
2025 Q2	–	Sell	-445	Closed	-$20.6K	–	941
2025 Q1	$20.6K	Hold	445	–	–	﹤0.01%	542
2024 Q4	$20.2K	Hold	445	–	–	﹤0.01%	556
2024 Q3	$21K	Sell	445 -2	-0.4%	-$93	﹤0.01%	542
2024 Q2	$20.3K	Buy	447 +1	+0.2%	+$45	﹤0.01%	536
2024 Q1	$20.3K	Hold	446	–	–	﹤0.01%	530
2023 Q4	$20.7K	Sell	446 -107	-19%	-$4.73K	﹤0.01%	497
2023 Q3	$24.2K	Buy	553 +552	+55,200%	+$24.9K	﹤0.01%	458
2023 Q2	$46	Buy	+1	New	+$46	﹤0.01%	858

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

MCF Advisors's VMBS Position: Q2 2026 in Review

MCF Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026, closing a stake of 657 shares — an estimated $30.8K sold.

MCF Advisors first reported a position in VMBS in Q2 2023 and held it in 9 quarters. The position peaked at $30.8K in Q1 2026. 707 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

MCF Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
MCF Advisors sold 657 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $30.8K.
MCF Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2023 and held it in 9 quarters.
MCF Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $30.8K in Q1 2026.
707 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.