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Pacific Excel Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Pacific Excel Wealth 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 		– Sell
-12,698
Closed -$596K – 317
2026
Q1 		$596K Buy
12,698
+4,809
+61% +$227K 0.63% 57
2025
Q4 		$371K Buy
+7,889
New +$372K 0.7% 60

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pacific Excel Wealth Advisors's VMBS Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026, closing a stake of 12,698 shares — an estimated $596K sold.

Pacific Excel Wealth Advisors first reported a position in VMBS in Q4 2025 and held it in 2 quarters. The position peaked at $596K in Q1 2026. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 12,698 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $596K.
  • Pacific Excel Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $596K in Q1 2026.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.