Prime Capital Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Prime Capital Investment 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	$212K	Buy	+4,522	New	+$212K	﹤0.01%	1005
2025 Q2	–	Sell	-11,869	Closed	-$550K	–	1119
2025 Q1	$550K	Buy	+11,869	New	+$543K	0.01%	641
2024 Q3	–	Sell	-4,448	Closed	-$202K	–	970
2024 Q2	$202K	Sell	4,448 -5,203	-54%	-$234K	﹤0.01%	856
2024 Q1	$440K	Buy	9,651 +524	+6%	+$23.9K	0.01%	653
2023 Q4	$423K	Buy	9,127 +135	+2%	+$5.97K	0.01%	620
2023 Q3	$394K	Sell	8,992 -1,074	-11%	-$48.4K	0.01%	514
2023 Q2	$463K	Buy	+10,066	New	+$466K	0.01%	499
2022 Q3	–	Sell	-5,274	Closed	-$252K	–	451
2022 Q2	$252K	Buy	+5,274	New	+$254K	0.02%	321
2019 Q1	–	Sell	-912	Closed	-$47K	–	466
2018 Q4	$47K	Buy	912 +239	+36%	+$12.1K	0.02%	162
2018 Q3	$34K	Sell	673 -475	-41%	-$24.3K	0.01%	206
2018 Q2	$59K	Buy	+1,148	New	+$58.8K	0.02%	190

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 22.9% 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

Prime Capital Investment Advisors's VMBS Position: Q2 2026 in Review

Prime Capital Investment Advisors opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026: 4,522 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1005 among its holdings. This is a return to the name: Prime Capital Investment Advisors previously reported a position in VMBS as recently as Q1 2025.

Prime Capital Investment Advisors first reported a position in VMBS in Q2 2018 and has held it in 11 quarters since. The position peaked at $550K in Q1 2025. 714 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Prime Capital Investment Advisors held 4,522 shares of Vanguard Mortgage-Backed Securities ETF worth $212K as of Q2 2026.
Vanguard Mortgage-Backed Securities ETF was a new Prime Capital Investment Advisors position in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #1005 holding.
Prime Capital Investment Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2018 and has held it in 11 quarters since.
Prime Capital Investment Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $550K in Q1 2025.
714 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.