Premier Path Wealth Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Premier Path Wealth Partners’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	$5.61M	Buy	119,832 +8,168	+7%	+$382K	0.65%	35
2026 Q1	$5.24M	Sell	111,664 -20,436	-15%	-$965K	0.68%	34
2025 Q4	$6.22M	Sell	132,100 -11,246	-8%	-$530K	0.8%	30
2025 Q3	$6.73M	Buy	143,346 +7,391	+5%	+$343K	0.87%	27
2025 Q2	$6.3M	Buy	135,955 +4,063	+3%	+$186K	0.88%	24
2025 Q1	$6.11M	Buy	131,892 +11,639	+10%	+$532K	0.95%	22
2024 Q4	$5.45M	Buy	120,253 +5,318	+5%	+$245K	0.83%	28
2024 Q3	$5.43M	Buy	114,935 +8,798	+8%	+$410K	0.86%	24
2024 Q2	$4.82M	Buy	106,137 +916	+0.9%	+$41.2K	0.82%	25
2024 Q1	$4.67M	Buy	105,221 +22,065	+27%	+$1.01M	0.88%	23
2023 Q4	$4M	Buy	+83,156	New	+$3.68M	0.88%	25

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

Premier Path Wealth Partners's VMBS Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 7.3% in Q2 2026, buying an estimated $382K and bringing the position to 119,832 shares worth $5.61M. The position accounts for 0.65% of the portfolio, ranked #35.

Premier Path Wealth Partners first reported a position in VMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.73M in Q3 2025. 709 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Premier Path Wealth Partners held 119,832 shares of Vanguard Mortgage-Backed Securities ETF worth $5.61M as of Q2 2026.
Premier Path Wealth Partners bought 8,168 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $382K.
Vanguard Mortgage-Backed Securities ETF made up 0.65% of Premier Path Wealth Partners's portfolio in Q2 2026, its #35 holding.
Premier Path Wealth Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $6.73M in Q3 2025.
709 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.