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McKinley Carter Wealth Services’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

McKinley Carter Wealth Services’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 		$211K Buy
+4,517
New +$211K 0.01% 313
2021
Q4 		– Sell
-6,593
Closed -$351K – 296
2021
Q3 		$351K Sell
6,593
-800
-11% -$42.8K 0.03% 222
2021
Q2 		$395K Sell
7,393
-1,021
-12% -$54.6K 0.03% 215
2021
Q1 		$449K Sell
8,414
-516
-6% -$27.8K 0.04% 196
2020
Q4 		$483K Buy
+8,930
New +$483K 0.06% 166

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

McKinley Carter Wealth Services's VMBS Position: Q2 2026 in Review

McKinley Carter Wealth Services opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026: 4,517 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #313 among its holdings. This is a return to the name: McKinley Carter Wealth Services previously reported a position in VMBS as recently as Q3 2021.

McKinley Carter Wealth Services first reported a position in VMBS in Q4 2020 and has held it in 5 quarters since. The position peaked at $483K in Q4 2020. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • McKinley Carter Wealth Services held 4,517 shares of Vanguard Mortgage-Backed Securities ETF worth $211K as of Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF was a new McKinley Carter Wealth Services position in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #313 holding.
  • McKinley Carter Wealth Services first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2020 and has held it in 5 quarters since.
  • McKinley Carter Wealth Services's Vanguard Mortgage-Backed Securities ETF position peaked at $483K in Q4 2020.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.