Mount Yale Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Mount Yale Investment 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	–	Sell	-165,640	Closed	-$7.78M	–	1273
2026 Q1	$7.78M	Buy	165,640 +16,413	+11%	+$775K	0.18%	127
2025 Q4	$7.03M	Buy	149,227 +140,347	+1,580%	+$6.61M	0.34%	63
2025 Q3	$417K	Buy	8,880 +8,814	+13,355%	+$409K	0.03%	453
2025 Q2	$3.06K	Buy	+66	New	+$3.02K	﹤0.01%	1286

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 22.9% 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

Mount Yale Investment Advisors's VMBS Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026, closing a stake of 165,640 shares — an estimated $7.78M sold.

Mount Yale Investment Advisors first reported a position in VMBS in Q2 2025 and held it in 4 quarters. The position peaked at $7.78M in Q1 2026. 714 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Mount Yale Investment Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
Mount Yale Investment Advisors sold 165,640 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $7.78M.
Mount Yale Investment Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2025 and held it in 4 quarters.
Mount Yale Investment Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $7.78M in Q1 2026.
714 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.