Parr McKnight Wealth Management Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Parr McKnight Wealth Management 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	$7.42M	Buy	158,484 +5,095	+3%	+$238K	0.88%	32
2026 Q1	$7.2M	Buy	153,389 +2,308	+2%	+$109K	0.94%	26
2025 Q4	$7.11M	Sell	151,081 -6,796	-4%	-$320K	0.93%	26
2025 Q3	$7.41M	Buy	157,877 +301	+0.2%	+$14K	0.97%	22
2025 Q2	$7.3M	Sell	157,576 -1,701	-1%	-$77.8K	1%	21
2025 Q1	$7.38M	Buy	159,277 +45,831	+40%	+$2.1M	1.06%	19
2024 Q4	$5.14M	Buy	+113,446	New	+$5.22M	0.74%	34

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Parr McKnight Wealth Management Group's VMBS Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 3.3% in Q2 2026, buying an estimated $238K and bringing the position to 158,484 shares worth $7.42M. The position accounts for 0.88% of the portfolio, ranked #32.

Parr McKnight Wealth Management Group first reported a position in VMBS in Q4 2024 and has held it in 7 quarters since. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Parr McKnight Wealth Management Group held 158,484 shares of Vanguard Mortgage-Backed Securities ETF worth $7.42M as of Q2 2026.
Parr McKnight Wealth Management Group bought 5,095 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $238K.
Vanguard Mortgage-Backed Securities ETF made up 0.88% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #32 holding.
Parr McKnight Wealth Management Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 7 quarters since.
706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.