MEG
VMBS icon

Millstone Evans Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Millstone Evans Group’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 		$38.8K Hold
829
– – 0.02% 398
2026
Q1 		$38.9K Hold
829
– – 0.02% 374
2025
Q4 		$39K Hold
829
– – 0.02% 377
2025
Q3 		$38.9K Buy
829
+422
+104% +$19.6K 0.02% 359
2025
Q2 		$18.9K Hold
407
– – 0.01% 453
2025
Q1 		$18.8K Hold
407
– – 0.01% 451
2024
Q4 		$18.5K Buy
+407
New +$18.7K 0.01% 429

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

Millstone Evans Group's VMBS Position: Q2 2026 in Review

Millstone Evans Group held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 829 shares worth $38.8K. The position accounts for 0.02% of the portfolio, ranked #398.

Millstone Evans Group first reported a position in VMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $39K in Q4 2025. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Millstone Evans Group held 829 shares of Vanguard Mortgage-Backed Securities ETF worth $38.8K as of Q2 2026.
  • Millstone Evans Group left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #398 holding.
  • Millstone Evans Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Vanguard Mortgage-Backed Securities ETF position peaked at $39K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.