Rehmann Capital Advisory Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Rehmann Capital Advisory Group’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	$361K	Sell	7,699 -232	-3%	-$11K	0.02%	493
2025 Q4	$373K	Buy	7,931 +243	+3%	+$11.4K	0.02%	469
2025 Q3	$361K	Buy	7,688 +6	+0.1%	+$279	0.02%	455
2025 Q2	$356K	Buy	7,682 +6	+0.1%	+$275	0.02%	433
2025 Q1	$356K	Buy	7,676 +4	+0.1%	+$183	0.02%	441
2024 Q4	$348K	Buy	7,672 +6	+0.1%	+$276	0.02%	437
2024 Q3	$362K	Buy	7,666 +5	+0.1%	+$233	0.02%	414
2024 Q2	$348K	Buy	7,661 +5	+0.1%	+$225	0.02%	411
2024 Q1	$349K	Sell	7,656 -6,562	-46%	-$299K	0.03%	406
2023 Q4	$659K	Buy	14,218 +5,440	+62%	+$240K	0.05%	254
2023 Q3	$384K	Buy	8,778 +4	+0%	+$180	0.04%	345
2023 Q2	$404K	Buy	8,774 +2,476	+39%	+$115K	0.04%	350
2023 Q1	$293K	Sell	6,298 -448	-7%	-$20.8K	0.03%	427
2022 Q4	$307K	Sell	6,746 -585	-8%	-$26.5K	0.03%	407
2022 Q3	$331K	Buy	7,331 +1,087	+17%	+$51.7K	0.04%	355
2022 Q2	$299K	Sell	6,244 -987	-14%	-$47.5K	0.03%	376
2022 Q1	$362K	Hold	7,231	–	–	0.03%	368
2021 Q4	$382K	Hold	7,231	–	–	0.04%	383
2021 Q3	$385K	Buy	7,231 +241	+3%	+$12.9K	0.04%	377
2021 Q2	$373K	Hold	6,990	–	–	0.04%	383
2021 Q1	$373K	Hold	6,990	–	–	0.04%	356
2020 Q4	$378K	Hold	6,990	–	–	0.04%	316
2020 Q3	$379K	Buy	6,990 +94	+1%	+$5.11K	0.05%	285
2020 Q2	$375K	Hold	6,896	–	–	0.05%	287
2020 Q1	$376K	Buy	+6,896	New	+$369K	0.06%	243
2019 Q3	–	Sell	-5,765	Closed	-$305K	–	2119
2019 Q2	$305K	Buy	5,765 +844	+17%	+$44.2K	0.04%	350
2019 Q1	$258K	Buy	+4,921	New	+$255K	0.03%	359
2018 Q4	–	Sell	-4,896	Closed	-$250K	–	2121
2018 Q3	$250K	Hold	4,896	–	–	0.03%	346
2018 Q2	$252K	Hold	4,896	–	–	0.04%	323
2018 Q1	$253K	Hold	4,896	–	–	0.04%	315
2017 Q4	$257K	Hold	4,896	–	–	0.04%	320
2017 Q3	$258K	Hold	4,896	–	–	0.05%	302
2017 Q2	$258K	Hold	4,896	–	–	0.05%	290
2017 Q1	$257K	Hold	4,896	–	–	0.04%	309
2016 Q4	$256K	Sell	4,896 -60	-1%	-$3.18K	0.05%	303
2016 Q3	$267K	Buy	4,956 +93	+2%	+$5K	0.05%	279
2016 Q2	$262K	Sell	4,863 -36	-0.7%	-$1.93K	0.05%	288
2016 Q1	$262K	Sell	4,899 -121	-2%	-$6.45K	0.05%	270
2015 Q4	$265K	Buy	5,020 +96	+2%	+$5.1K	0.06%	260
2015 Q3	$263K	Hold	4,924	–	–	0.06%	248
2015 Q2	$260K	Hold	4,924	–	–	0.06%	259
2015 Q1	$263K	Sell	4,924 -47	-0.9%	-$2.5K	0.06%	262
2014 Q4	$264K	Buy	4,971 +316	+7%	+$16.8K	0.06%	257
2014 Q3	$245K	Hold	4,655	–	–	0.06%	270
2014 Q2	$245K	Hold	4,655	–	–	0.06%	273
2014 Q1	$241K	Buy	+4,655	New	+$241K	0.07%	257

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rehmann Capital Advisory Group's VMBS Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 2.9% in Q1 2026, selling an estimated $11K and leaving 7,699 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #493.

Rehmann Capital Advisory Group first reported a position in VMBS in Q1 2014 and has held it in 46 quarters since. The position peaked at $659K in Q4 2023. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

Rehmann Capital Advisory Group held 7,699 shares of Vanguard Mortgage-Backed Securities ETF worth $361K as of Q1 2026.
Rehmann Capital Advisory Group sold 232 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $11K.
Vanguard Mortgage-Backed Securities ETF made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #493 holding.
Rehmann Capital Advisory Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2014 and has held it in 46 quarters since.
Rehmann Capital Advisory Group's Vanguard Mortgage-Backed Securities ETF position peaked at $659K in Q4 2023.
705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.