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

Mercer Global 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 		$9.41M Buy
200,962
+12,595
+7% +$589K 0.01% 591
2026
Q1 		$8.84M Sell
188,367
-431
-0.2% -$20.3K 0.01% 542
2025
Q4 		$8.89M Sell
188,798
-1,834
-1% -$86.4K 0.01% 526
2025
Q3 		$8.95M Sell
190,632
-49,795
-21% -$2.31M 0.01% 490
2025
Q2 		$11.1M Sell
240,427
-10,346
-4% -$473K 0.02% 365
2025
Q1 		$11.6M Buy
250,773
+6,398
+3% +$293K 0.03% 335
2024
Q4 		$11.1M Sell
244,375
-101,492
-29% -$4.67M 0.03% 339
2024
Q3 		$16.3M Sell
345,867
-41,414
-11% -$1.93M 0.04% 237
2024
Q2 		$17.6M Sell
387,281
-35,834
-8% -$1.61M 0.05% 209
2024
Q1 		$19.3M Sell
423,115
-65,809
-13% -$3M 0.05% 199
2023
Q4 		$22.7M Sell
488,924
-1,902
-0.4% -$84.1K 0.07% 177
2023
Q3 		$21.5M Sell
490,826
-17,194
-3% -$775K 0.08% 154
2023
Q2 		$23.4M Sell
508,020
-37,384
-7% -$1.73M 0.09% 151
2023
Q1 		$25.4M Sell
545,404
-26,255
-5% -$1.22M 0.12% 133
2022
Q4 		$26M Buy
571,659
+4,952
+0.9% +$224K 0.13% 125
2022
Q3 		$25.6M Sell
566,707
-2,292
-0.4% -$109K 0.15% 104
2022
Q2 		$27.2M Buy
568,999
+14,898
+3% +$717K 0.17% 98
2022
Q1 		$27.8M Buy
554,101
+97,862
+21% +$5.02M 0.16% 94
2021
Q4 		$24.1M Buy
456,239
+6,746
+2% +$358K 0.15% 102
2021
Q3 		$24M Buy
449,493
+35,191
+8% +$1.88M 0.17% 103
2021
Q2 		$22.1M Buy
414,302
+74,400
+22% +$3.98M 0.17% 104
2021
Q1 		$18.1M Buy
+339,902
New +$18.3M 0.17% 99
2020
Q1 		– Sell
-4,603
Closed -$245K – 1257
2019
Q4 		$245K Sell
4,603
-550
-11% -$29.3K ﹤0.01% 995
2019
Q3 		$274K Buy
5,153
+374
+8% +$19.8K 0.01% 921
2019
Q2 		$252K Buy
4,779
+245
+5% +$12.8K 0.01% 944
2019
Q1 		$237K Buy
+4,534
New +$235K 0.01% 926

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

Mercer Global Advisors's VMBS Position: Q2 2026 in Review

Mercer Global Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 6.7% in Q2 2026, buying an estimated $589K and bringing the position to 200,962 shares worth $9.41M. The position accounts for 0.01% of the portfolio, ranked #591.

Mercer Global Advisors first reported a position in VMBS in Q1 2019 and has held it in 26 quarters since. The position peaked at $27.8M in Q1 2022. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Mercer Global Advisors held 200,962 shares of Vanguard Mortgage-Backed Securities ETF worth $9.41M as of Q2 2026.
  • Mercer Global Advisors bought 12,595 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $589K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #591 holding.
  • Mercer Global Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2019 and has held it in 26 quarters since.
  • Mercer Global Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $27.8M in Q1 2022.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.