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Private Advisor Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Private Advisor 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
2023
Q4 		– Sell
-8,000
Closed -$3.5K – 2520
2023
Q3 		$3.5K Buy
+8,000
New +$360K ﹤0.01% 2220

Other funds holding VMBS

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 $43.3B AUM 29.3% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Private Advisor Group's VMBS Position: Q2 2026 in Review

Private Advisor Group reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 83% in Q2 2026, selling an estimated $10.3M and leaving 45,342 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #996.

Private Advisor Group first reported a position in VMBS in Q3 2014 and has held it in 44 quarters since. The position peaked at $15.1M in Q2 2025. 290 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Private Advisor Group held 45,342 shares of Vanguard Mortgage-Backed Securities ETF worth $2.12M as of Q2 2026.
  • Private Advisor Group sold 220,577 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $10.3M.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #996 holding.
  • Private Advisor Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2014 and has held it in 44 quarters since.
  • Private Advisor Group's Vanguard Mortgage-Backed Securities ETF position peaked at $15.1M in Q2 2025.
  • 290 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.