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

Petra Financial 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 		$1.94M Buy
41,420
+843
+2% +$39.4K 0.9% 27
2026
Q1 		$1.91M Buy
40,577
+352
+0.9% +$16.6K 1.18% 16
2025
Q4 		$1.89M Buy
40,225
+1,060
+3% +$49.9K 1.11% 18
2025
Q3 		$1.84M Sell
39,165
-75
-0.2% -$3.48K 1.07% 21
2025
Q2 		$1.82M Buy
39,240
+7
+0% +$320 1.15% 19
2025
Q1 		$1.82M Buy
39,233
+2,556
+7% +$117K 1.49% 16
2024
Q4 		$1.66M Buy
36,677
+87
+0.2% +$4K 1.13% 23
2024
Q3 		$1.73M Buy
+36,590
New +$1.7M 1.14% 20

Other funds holding VMBS

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
KeyBank National Association
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
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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Petra Financial Advisors's VMBS Position: Q2 2026 in Review

Petra Financial Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 2.1% in Q2 2026, buying an estimated $39.4K and bringing the position to 41,420 shares worth $1.94M. The position accounts for 0.9% of the portfolio, ranked #27.

Petra Financial Advisors first reported a position in VMBS in Q3 2024 and has held it in 8 quarters since. 311 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Petra Financial Advisors held 41,420 shares of Vanguard Mortgage-Backed Securities ETF worth $1.94M as of Q2 2026.
  • Petra Financial Advisors bought 843 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $39.4K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.9% of Petra Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Petra Financial Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2024 and has held it in 8 quarters since.
  • 311 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.