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Register Financial Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Register Financial 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 		$1.26K Hold
27
– – ﹤0.01% 413
2026
Q1 		$1.27K Hold
27
– – ﹤0.01% 374
2025
Q4 		$1.27K Hold
27
– – ﹤0.01% 341
2025
Q3 		$1.27K Hold
27
– – ﹤0.01% 332
2025
Q2 		$1.25K Buy
+27
New +$1.24K ﹤0.01% 329
2024
Q3 		– Sell
-27
Closed -$1.23K – 681
2024
Q2 		$1.23K Buy
+27
New +$1.21K ﹤0.01% 690
2023
Q4 		– Sell
-195
Closed -$8.52K – 605
2023
Q3 		$8.52K Buy
+195
New +$8.79K 0.01% 427

Other funds holding VMBS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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 $44.6B AUM 28.94% 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
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Register Financial Advisors's VMBS Position: Q2 2026 in Review

Register Financial Advisors held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 27 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Register Financial Advisors first reported a position in VMBS in Q3 2023 and has held it in 7 quarters since. The position peaked at $8.52K in Q3 2023. 334 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Register Financial Advisors held 27 shares of Vanguard Mortgage-Backed Securities ETF worth $1.26K as of Q2 2026.
  • Register Financial Advisors left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Register Financial Advisors's portfolio in Q2 2026, its #413 holding.
  • Register Financial Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2023 and has held it in 7 quarters since.
  • Register Financial Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $8.52K in Q3 2023.
  • 334 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

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