Quest 10 Wealth Builders’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Quest 10 Wealth Builders’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	$38.1K	Sell	813 -11	-1%	-$515	0.03%	253
2026 Q1	$38.7K	Hold	824	–	–	0.03%	242
2025 Q4	$38.8K	Sell	824 -3	-0.4%	-$141	0.03%	220
2025 Q3	$38.8K	Hold	827	–	–	0.04%	198
2025 Q2	$38.3K	Sell	827 -15,269	-95%	-$699K	0.04%	205
2025 Q1	$745K	Buy	16,096 +266	+2%	+$12.2K	0.8%	32
2024 Q4	$718K	Buy	+15,830	New	+$728K	0.71%	37

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

Quest 10 Wealth Builders's VMBS Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 1.3% in Q2 2026, selling an estimated $515 and leaving 813 shares worth $38.1K. The position accounts for 0.03% of the portfolio, ranked #253.

Quest 10 Wealth Builders first reported a position in VMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $745K in Q1 2025. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Quest 10 Wealth Builders held 813 shares of Vanguard Mortgage-Backed Securities ETF worth $38.1K as of Q2 2026.
Quest 10 Wealth Builders sold 11 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $515.
Vanguard Mortgage-Backed Securities ETF made up 0.03% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #253 holding.
Quest 10 Wealth Builders first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's Vanguard Mortgage-Backed Securities ETF position peaked at $745K in Q1 2025.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.