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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mount Yale Investment Advisors's VMBS Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 11% in Q1 2026, buying an estimated $775K and bringing the position to 165,640 shares worth $7.78M. The position accounts for 0.18% of the portfolio, ranked #127.

Mount Yale Investment Advisors first reported a position in VMBS in Q2 2025 and has held it in 4 quarters since. 706 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Mount Yale Investment Advisors held 165,640 shares of Vanguard Mortgage-Backed Securities ETF worth $7.78M as of Q1 2026.
  • Mount Yale Investment Advisors bought 16,413 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $775K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.18% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #127 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2025 and has held it in 4 quarters since.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.