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

Mutual 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 		$11.5M Buy
244,635
+40,748
+20% +$1.92M 0.25% 71
2025
Q4 		$9.6M Buy
203,887
+49,058
+32% +$2.31M 0.21% 96
2025
Q3 		$7.32M Buy
154,829
+2,187
+1% +$102K 0.16% 128
2025
Q2 		$7.03M Buy
152,642
+9,676
+7% +$443K 0.18% 119
2025
Q1 		$6.59M Buy
142,966
+4,152
+3% +$190K 0.19% 108
2024
Q4 		$6.29M Sell
138,814
-6,005
-4% -$276K 0.18% 105
2024
Q3 		$6.66M Sell
144,819
-36,188
-20% -$1.69M 0.19% 94
2024
Q2 		$8.34M Buy
181,007
+23,193
+15% +$1.04M 0.25% 74
2024
Q1 		$7.2M Buy
157,814
+12,689
+9% +$579K 0.23% 88
2023
Q4 		$6.73M Buy
145,125
+19,178
+15% +$848K 0.23% 84
2023
Q3 		$5.51M Sell
125,947
-1,101
-0.9% -$49.6K 0.22% 91
2023
Q2 		$5.84M Buy
127,048
+12,108
+11% +$560K 0.22% 92
2023
Q1 		$5.35M Sell
114,940
-1,838
-2% -$85.3K 0.22% 96
2022
Q4 		$5.32M Buy
116,778
+14,988
+15% +$679K 0.24% 87
2022
Q3 		$4.59M Buy
101,790
+44,569
+78% +$2.12M 0.24% 87
2022
Q2 		$2.74M Sell
57,221
-2,505
-4% -$121K 0.18% 134
2022
Q1 		$2.99M Buy
59,726
+6,497
+12% +$334K 0.17% 142
2021
Q4 		$2.81M Buy
53,229
+11,961
+29% +$634K 0.15% 166
2021
Q3 		$2.2M Buy
41,268
+4,192
+11% +$224K 0.13% 197
2021
Q2 		$1.98M Sell
37,076
-28,148
-43% -$1.51M 0.12% 223
2021
Q1 		$3.48M Buy
65,224
+28,009
+75% +$1.51M 0.24% 98
2020
Q4 		$2.01M Sell
37,215
-956
-3% -$51.7K 0.15% 164
2020
Q3 		$2.07M Sell
38,171
-1,857
-5% -$101K 0.18% 136
2020
Q2 		$2.18M Buy
40,028
+7,041
+21% +$383K 0.21% 114
2020
Q1 		$1.8M Buy
32,987
+24,754
+301% +$1.32M 0.24% 103
2019
Q4 		$438K Buy
+8,233
New +$438K 0.05% 376

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 $374B AUM 17.66% 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 $544B AUM 28.31% 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 $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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

Mutual Advisors's VMBS Position: Q1 2026 in Review

Mutual Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 20% in Q1 2026, buying an estimated $1.92M and bringing the position to 244,635 shares worth $11.5M. The position accounts for 0.25% of the portfolio, ranked #71.

Mutual Advisors first reported a position in VMBS in Q4 2019 and has held it in 26 quarters since. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Mutual Advisors held 244,635 shares of Vanguard Mortgage-Backed Securities ETF worth $11.5M as of Q1 2026.
  • Mutual Advisors bought 40,748 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $1.92M.
  • Vanguard Mortgage-Backed Securities ETF made up 0.25% of Mutual Advisors's portfolio in Q1 2026, its #71 holding.
  • Mutual Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2019 and has held it in 26 quarters since.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.