Morris Financial Concepts’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Morris Financial Concepts’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	$983	Hold	21	–	–	﹤0.01%	203
2026 Q1	$986	Hold	21	–	–	﹤0.01%	195
2025 Q4	$989	Hold	21	–	–	﹤0.01%	193
2025 Q3	$986	Hold	21	–	–	﹤0.01%	196
2025 Q2	$973	Hold	21	–	–	﹤0.01%	195
2025 Q1	$973	Hold	21	–	–	﹤0.01%	197
2024 Q4	$952	Hold	21	–	–	﹤0.01%	183
2024 Q3	$991	Hold	21	–	–	﹤0.01%	190
2024 Q2	$953	Hold	21	–	–	﹤0.01%	158
2024 Q1	$958	Hold	21	–	–	﹤0.01%	161
2023 Q4	$974	Hold	21	–	–	﹤0.01%	158
2023 Q3	$919	Hold	21	–	–	﹤0.01%	148
2023 Q2	$966	Hold	21	–	–	﹤0.01%	150
2023 Q1	$978	Hold	21	–	–	﹤0.01%	146
2022 Q4	$956	Hold	21	–	–	﹤0.01%	138
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	117
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	124
2022 Q1	$1K	Hold	21	–	–	﹤0.01%	119
2021 Q4	$1K	Buy	+21	New	+$1.11K	﹤0.01%	109

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

Morris Financial Concepts's VMBS Position: Q2 2026 in Review

Morris Financial Concepts held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 21 shares worth $983. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Morris Financial Concepts first reported a position in VMBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1K in Q3 2022. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Morris Financial Concepts held 21 shares of Vanguard Mortgage-Backed Securities ETF worth $983 as of Q2 2026.
Morris Financial Concepts left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #203 holding.
Morris Financial Concepts first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2021 and has held it in 19 quarters since.
Morris Financial Concepts's Vanguard Mortgage-Backed Securities ETF position peaked at $1K in Q3 2022.
706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.