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Prudent Man Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Prudent Man 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 		$6.1M Buy
130,330
+15,406
+13% +$721K 1.39% 21
2026
Q1 		$5.4M Buy
114,924
+44,390
+63% +$2.1M 1.62% 15
2025
Q4 		$3.32M Buy
70,534
+4,150
+6% +$195K 1.21% 19
2025
Q3 		$3.12M Buy
66,384
+100
+0.2% +$4.64K 1.15% 19
2025
Q2 		$3.07M Buy
66,284
+1,300
+2% +$59.5K 0.98% 20
2025
Q1 		$3.01M Buy
64,984
+6,598
+11% +$302K 1.09% 16
2024
Q4 		$2.65M Buy
58,386
+1,903
+3% +$87.5K 0.96% 17
2024
Q3 		$2.67M Buy
56,483
+1,111
+2% +$51.8K 0.89% 16
2024
Q2 		$2.51M Buy
55,372
+46,945
+557% +$2.11M 0.89% 18
2024
Q1 		$384K Hold
8,427
– – 0.14% 128
2023
Q4 		$391K Hold
8,427
– – 0.15% 132
2023
Q3 		$369K Sell
8,427
-609
-7% -$27.4K 0.15% 128
2023
Q2 		$416K Buy
9,036
+360
+4% +$16.7K 0.16% 124
2023
Q1 		$404K Sell
8,676
-667
-7% -$31K 0.16% 124
2022
Q4 		$427K Hold
9,343
– – 0.17% 123
2022
Q3 		$421K Sell
9,343
-269
-3% -$12.8K 0.2% 104
2022
Q2 		$459K Buy
+9,612
New +$463K 0.21% 96

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

Prudent Man Advisors's VMBS Position: Q2 2026 in Review

Prudent Man Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 13% in Q2 2026, buying an estimated $721K and bringing the position to 130,330 shares worth $6.1M. The position accounts for 1.39% of the portfolio, ranked #21.

Prudent Man Advisors first reported a position in VMBS in Q2 2022 and has held it in 17 quarters since. 709 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Prudent Man Advisors held 130,330 shares of Vanguard Mortgage-Backed Securities ETF worth $6.1M as of Q2 2026.
  • Prudent Man Advisors bought 15,406 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $721K.
  • Vanguard Mortgage-Backed Securities ETF made up 1.39% of Prudent Man Advisors's portfolio in Q2 2026, its #21 holding.
  • Prudent Man Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2022 and has held it in 17 quarters since.
  • 709 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.