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

Modera Wealth Management’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	$642K	Sell	13,707 -106	-0.8%	-$4.96K	0.01%	413
2026 Q1	$649K	Buy	13,813 +9	+0.1%	+$425	0.01%	395
2025 Q4	$650K	Sell	13,804 -2,635	-16%	-$124K	0.01%	406
2025 Q3	$772K	Sell	16,439 -786	-5%	-$36.5K	0.01%	376
2025 Q2	$798K	Buy	17,225 +3,479	+25%	+$159K	0.01%	361
2025 Q1	$637K	Sell	13,746 -5,763	-30%	-$264K	0.01%	387
2024 Q4	$885K	Buy	+19,509	New	+$897K	0.01%	350
2024 Q2	–	Sell	-4,719	Closed	-$215K	–	592
2024 Q1	$215K	Buy	+4,719	New	+$215K	﹤0.01%	536

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Modera Wealth Management's VMBS Position: Q2 2026 in Review

Modera Wealth Management reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.77% in Q2 2026, selling an estimated $4.96K and leaving 13,707 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #413.

Modera Wealth Management first reported a position in VMBS in Q1 2024 and has held it in 8 quarters since. The position peaked at $885K in Q4 2024. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Modera Wealth Management held 13,707 shares of Vanguard Mortgage-Backed Securities ETF worth $642K as of Q2 2026.
Modera Wealth Management sold 106 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $4.96K.
Vanguard Mortgage-Backed Securities ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #413 holding.
Modera Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2024 and has held it in 8 quarters since.
Modera Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $885K in Q4 2024.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.