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Prospera Financial Services’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Prospera Financial Services’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 		$7.23M Buy
154,412
+4,937
+3% +$231K 0.11% 203
2026
Q1 		$7.02M Buy
149,475
+2,703
+2% +$128K 0.11% 194
2025
Q4 		$6.91M Sell
146,772
-313
-0.2% -$14.7K 0.11% 188
2025
Q3 		$6.91M Buy
147,085
+822
+0.6% +$38.2K 0.12% 190
2025
Q2 		$6.78M Buy
146,263
+2,567
+2% +$117K 0.13% 179
2025
Q1 		$6.65M Buy
143,696
+2,492
+2% +$114K 0.15% 152
2024
Q4 		$6.4M Buy
+141,204
New +$6.49M 0.15% 153
2024
Q3 		– Sell
-4,535
Closed -$206K – 1200
2024
Q2 		$206K Buy
+4,535
New +$204K 0.01% 1060
2024
Q1 		– Sell
-5,198
Closed -$241K – 1142
2023
Q4 		$241K Sell
5,198
-137
-3% -$6.06K 0.01% 928
2023
Q3 		$234K Buy
+5,335
New +$240K 0.01% 896
2022
Q3 		– Sell
-4,027
Closed -$193K – 1567
2022
Q2 		$193K Buy
4,027
+484
+14% +$23.3K 0.01% 746
2022
Q1 		$178K Buy
+3,543
New +$182K 0.01% 920
2020
Q3 		– Sell
-4,187
Closed -$228K – 1705
2020
Q2 		$228K Buy
+4,187
New +$228K 0.02% 514

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prospera Financial Services's VMBS Position: Q2 2026 in Review

Prospera Financial Services increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 3.3% in Q2 2026, buying an estimated $231K and bringing the position to 154,412 shares worth $7.23M. The position accounts for 0.11% of the portfolio, ranked #203.

Prospera Financial Services first reported a position in VMBS in Q2 2020 and has held it in 13 quarters since. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Prospera Financial Services held 154,412 shares of Vanguard Mortgage-Backed Securities ETF worth $7.23M as of Q2 2026.
  • Prospera Financial Services bought 4,937 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $231K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.11% of Prospera Financial Services's portfolio in Q2 2026, its #203 holding.
  • Prospera Financial Services first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2020 and has held it in 13 quarters since.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.