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

Merited Wealth’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 		$238K Sell
5,079
-1,502
-23% -$70.3K 0.17% 71
2026
Q1 		$309K Buy
6,581
+1,521
+30% +$71.8K 0.26% 67
2025
Q4 		$238K Buy
+5,060
New +$238K 0.22% 72

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

Merited Wealth's VMBS Position: Q2 2026 in Review

Merited Wealth reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 23% in Q2 2026, selling an estimated $70.3K and leaving 5,079 shares worth $238K. The position accounts for 0.17% of the portfolio, ranked #71.

Merited Wealth first reported a position in VMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $309K in Q1 2026. 705 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Merited Wealth held 5,079 shares of Vanguard Mortgage-Backed Securities ETF worth $238K as of Q2 2026.
  • Merited Wealth sold 1,502 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $70.3K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.17% of Merited Wealth's portfolio in Q2 2026, its #71 holding.
  • Merited Wealth first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • Merited Wealth's Vanguard Mortgage-Backed Securities ETF position peaked at $309K in Q1 2026.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Merited Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.