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

Medallion Wealth 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
Q1 		$1.56K Hold
33
– – ﹤0.01% 1028
2025
Q4 		$1.56K Hold
33
– – ﹤0.01% 1015
2025
Q3 		$1.56K Hold
33
– – ﹤0.01% 1004
2025
Q2 		$1.53K Sell
33
-5
-13% -$229 ﹤0.01% 988
2025
Q1 		$1.77K Hold
38
– – ﹤0.01% 936
2024
Q4 		$1.72K Buy
+38
New +$1.75K ﹤0.01% 880

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Medallion Wealth Advisors's VMBS Position: Q1 2026 in Review

Medallion Wealth Advisors held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q1 2026 at 33 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Medallion Wealth Advisors first reported a position in VMBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.77K in Q1 2025. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Medallion Wealth Advisors held 33 shares of Vanguard Mortgage-Backed Securities ETF worth $1.56K as of Q1 2026.
  • Medallion Wealth Advisors left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q1 2026.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1028 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $1.77K in Q1 2025.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.