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

MONECO 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	$203K	Hold	4,347	–	–	0.01%	577
2026 Q1	$204K	Hold	4,347	–	–	0.02%	502
2025 Q4	$205K	Sell	4,347 -370	-8%	-$17.4K	0.02%	493
2025 Q3	$222K	Buy	4,717 +370	+9%	+$17.2K	0.02%	458
2025 Q2	$201K	Buy	+4,347	New	+$199K	0.02%	460
2024 Q4	–	Sell	-4,337	Closed	-$205K	–	489
2024 Q3	$205K	Buy	+4,337	New	+$202K	0.03%	421
2024 Q2	–	Sell	-4,556	Closed	-$208K	–	447
2024 Q1	$208K	Buy	+4,556	New	+$208K	0.03%	393

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

MONECO Advisors's VMBS Position: Q2 2026 in Review

MONECO Advisors held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 4,347 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #577.

MONECO Advisors first reported a position in VMBS in Q1 2024 and has held it in 7 quarters since. The position peaked at $222K in Q3 2025. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

MONECO Advisors held 4,347 shares of Vanguard Mortgage-Backed Securities ETF worth $203K as of Q2 2026.
MONECO Advisors left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up 0.01% of MONECO Advisors's portfolio in Q2 2026, its #577 holding.
MONECO Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2024 and has held it in 7 quarters since.
MONECO Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $222K in Q3 2025.
706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

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