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

Networth 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 		$3.75K Buy
80
+23
+40% +$1.08K ﹤0.01% 256
2026
Q1 		$2.68K Hold
57
– – ﹤0.01% 274
2025
Q4 		$2.68K Buy
+57
New +$2.69K ﹤0.01% 239

Other funds holding VMBS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Networth Advisors's VMBS Position: Q2 2026 in Review

Networth Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 40% in Q2 2026, buying an estimated $1.08K and bringing the position to 80 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Networth Advisors first reported a position in VMBS in Q4 2025 and has held it in 3 quarters since. 424 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Networth Advisors held 80 shares of Vanguard Mortgage-Backed Securities ETF worth $3.75K as of Q2 2026.
  • Networth Advisors bought 23 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.08K.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #256 holding.
  • Networth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 424 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.