Northstar Advisory Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Northstar Advisory Group’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	$412K	Buy	+8,796	New	+$412K	0.13%	91

Other funds holding VMBS

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Northstar Advisory Group's VMBS Position: Q2 2026 in Review

Northstar Advisory Group opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026: 8,796 shares worth $412K. The stake represents 0.13% of the portfolio and ranks #91 among its holdings.

321 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Northstar Advisory Group held 8,796 shares of Vanguard Mortgage-Backed Securities ETF worth $412K as of Q2 2026.
Vanguard Mortgage-Backed Securities ETF was a new Northstar Advisory Group position in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up 0.13% of Northstar Advisory Group's portfolio in Q2 2026, its #91 holding.
321 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.