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

Regal 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
Q1 		$1.84M Buy
39,184
+2,488
+7% +$117K 0.11% 204
2025
Q4 		$1.73M Sell
36,696
-425
-1% -$20K 0.1% 209
2025
Q3 		$1.74M Sell
37,121
-2,345
-6% -$109K 0.11% 197
2025
Q2 		$1.83M Sell
39,466
-1,035
-3% -$47.4K 0.14% 163
2025
Q1 		$1.88M Buy
40,501
+11,887
+42% +$544K 0.15% 158
2024
Q4 		$1.3M Buy
28,614
+40
+0.1% +$1.84K 0.1% 202
2024
Q3 		$1.35M Sell
28,574
-1,585
-5% -$73.8K 0.09% 213
2024
Q2 		$1.37M Sell
30,159
-1,107
-4% -$49.8K 0.09% 215
2024
Q1 		$1.43M Buy
31,266
+1,693
+6% +$77.2K 0.1% 206
2023
Q4 		$1.37M Buy
29,573
+460
+2% +$20.3K 0.1% 192
2023
Q3 		$1.27M Buy
29,113
+1,806
+7% +$81.4K 0.11% 187
2023
Q2 		$1.26M Sell
27,307
-1,034
-4% -$47.8K 0.11% 188
2023
Q1 		$1.32M Buy
28,341
+1,299
+5% +$60.3K 0.12% 174
2022
Q4 		$1.23M Sell
27,042
-1,306
-5% -$59.1K 0.12% 166
2022
Q3 		$1.28M Buy
28,348
+259
+0.9% +$12.3K 0.13% 150
2022
Q2 		$1.34M Sell
28,089
-16
-0.1% -$771 0.14% 147
2022
Q1 		$1.41M Buy
28,105
+1,399
+5% +$71.8K 0.13% 160
2021
Q4 		$1.41M Buy
26,706
+3,408
+15% +$181K 0.13% 169
2021
Q3 		$1.24M Buy
23,298
+810
+4% +$43.3K 0.12% 180
2021
Q2 		$1.2M Buy
+22,488
New +$1.2M 0.12% 181
2021
Q1 		– Sell
-22,032
Closed -$1.19M – 416
2020
Q4 		$1.19M Buy
+22,032
New +$1.19M 0.13% 158
2020
Q3 		– Sell
-19,234
Closed -$1.05M – 288
2020
Q2 		$1.05M Buy
+19,234
New +$1.05M 0.19% 116
2020
Q1 		– Sell
-18,090
Closed -$962K – 300
2019
Q4 		$962K Buy
18,090
+1,739
+11% +$92.5K 0.17% 133
2019
Q3 		$871K Buy
16,351
+5,618
+52% +$298K 0.17% 144
2019
Q2 		$567K Buy
10,733
+1,927
+22% +$101K 0.11% 179
2019
Q1 		$461K Sell
8,806
-151
-2% -$7.82K 0.09% 193
2018
Q4 		$461K Sell
8,957
-755
-8% -$38.3K 0.1% 192
2018
Q3 		$495K Buy
9,712
+3,601
+59% +$185K 0.1% 191
2018
Q2 		$314K Sell
6,111
-4,934
-45% -$253K 0.1% 208
2018
Q1 		$570K Buy
11,045
+482
+5% +$24.9K 0.13% 162
2017
Q4 		$554K Sell
10,563
-1,641
-13% -$86.4K 0.12% 168
2017
Q3 		$644K Buy
12,204
+2,175
+22% +$115K 0.15% 154
2017
Q2 		$528K Buy
10,029
+1,704
+20% +$89.9K 0.13% 161
2017
Q1 		$437K Buy
8,325
+433
+5% +$22.7K 0.11% 176
2016
Q4 		$413K Sell
7,892
-241
-3% -$12.8K 0.11% 171
2016
Q3 		$439K Buy
8,133
+481
+6% +$25.9K 0.12% 169
2016
Q2 		$412K Sell
7,652
-1,244
-14% -$66.6K 0.11% 170
2016
Q1 		$476K Sell
8,896
-2,567
-22% -$137K 0.13% 154
2015
Q4 		$604K Sell
11,463
-292
-2% -$15.5K 0.16% 139
2015
Q3 		$627K Buy
11,755
+956
+9% +$50.7K 0.16% 137
2015
Q2 		$570K Sell
10,799
-577
-5% -$30.7K 0.15% 138
2015
Q1 		$608K Sell
11,376
-995
-8% -$53K 0.15% 142
2014
Q4 		$656K Sell
12,371
-727
-6% -$38.5K 0.18% 130
2014
Q3 		$689K Sell
13,098
-484
-4% -$25.4K 0.21% 120
2014
Q2 		$715K Sell
13,582
-2,050
-13% -$107K 0.25% 99
2014
Q1 		$808K Buy
15,632
+195
+1% +$10.1K 0.34% 87
2013
Q4 		$788K Sell
15,437
-1,546
-9% -$79.5K 0.45% 75
2013
Q3 		$874K Buy
+16,983
New +$865K 0.51% 74

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Regal Investment Advisors's VMBS Position: Q1 2026 in Review

Regal Investment Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 6.8% in Q1 2026, buying an estimated $117K and bringing the position to 39,184 shares worth $1.84M. The position accounts for 0.11% of the portfolio, ranked #204.

Regal Investment Advisors first reported a position in VMBS in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.88M in Q1 2025. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Regal Investment Advisors held 39,184 shares of Vanguard Mortgage-Backed Securities ETF worth $1.84M as of Q1 2026.
  • Regal Investment Advisors bought 2,488 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $117K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.11% of Regal Investment Advisors's portfolio in Q1 2026, its #204 holding.
  • Regal Investment Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2013 and has held it in 48 quarters since.
  • Regal Investment Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $1.88M in Q1 2025.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.