N.E.W. Advisory Services’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

N.E.W. Advisory Services’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	$2.9K	Hold	62	–	–	﹤0.01%	808
2026 Q1	$2.91K	Hold	62	–	–	﹤0.01%	791
2025 Q4	$2.92K	Hold	62	–	–	﹤0.01%	757
2025 Q3	$2.91K	Hold	62	–	–	﹤0.01%	714
2025 Q2	$2.87K	Sell	62 -62	-50%	-$2.84K	﹤0.01%	710
2025 Q1	$5.74K	Buy	+124	New	+$5.67K	﹤0.01%	695

Other funds holding VMBS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

N.E.W. Advisory Services's VMBS Position: Q2 2026 in Review

N.E.W. Advisory Services held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 62 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

N.E.W. Advisory Services first reported a position in VMBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.74K in Q1 2025. 519 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

N.E.W. Advisory Services held 62 shares of Vanguard Mortgage-Backed Securities ETF worth $2.9K as of Q2 2026.
N.E.W. Advisory Services left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #808 holding.
N.E.W. Advisory Services first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Vanguard Mortgage-Backed Securities ETF position peaked at $5.74K in Q1 2025.
519 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.