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MJT & Associates Financial Advisory’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

MJT & Associates Financial Advisory’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 		$473 Hold
11
– – ﹤0.01% 437
2026
Q1 		$474 Hold
11
– – ﹤0.01% 419
2025
Q4 		$476 Hold
11
– – ﹤0.01% 423
2025
Q3 		$475 Hold
11
– – ﹤0.01% 436
2025
Q2 		$468 Hold
11
– – ﹤0.01% 441
2025
Q1 		$468 Buy
+11
New +$503 ﹤0.01% 448

Other funds holding VMBS

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

MJT & Associates Financial Advisory's VMBS Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 11 shares worth $473. The position accounts for ﹤0.01% of the portfolio, ranked #437.

MJT & Associates Financial Advisory first reported a position in VMBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $476 in Q4 2025. 118 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • MJT & Associates Financial Advisory held 11 shares of Vanguard Mortgage-Backed Securities ETF worth $473 as of Q2 2026.
  • MJT & Associates Financial Advisory left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #437 holding.
  • MJT & Associates Financial Advisory first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Vanguard Mortgage-Backed Securities ETF position peaked at $476 in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.