Resonant Capital Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Resonant Capital 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	$1.46M	Hold	31,160	–	–	0.07%	158
2026 Q1	$1.46M	Hold	31,160	–	–	0.08%	151
2025 Q4	$1.47M	Hold	31,160	–	–	0.08%	137
2025 Q3	$1.46M	Hold	31,160	–	–	0.09%	137
2025 Q2	$1.44M	Hold	31,160	–	–	0.09%	133
2025 Q1	$1.44M	Sell	31,160 -1	-0%	-$46	0.1%	129
2024 Q4	$1.41M	Buy	31,161 +1	+0%	+$46	0.1%	125
2024 Q3	$1.47M	Hold	31,160	–	–	0.11%	128
2024 Q2	$1.41M	Hold	31,160	–	–	0.11%	122
2024 Q1	$1.42M	Hold	31,160	–	–	0.12%	126
2023 Q4	$1.44M	Hold	31,160	–	–	0.14%	122
2023 Q3	$1.36M	Hold	31,160	–	–	0.15%	113
2023 Q2	$1.43M	Buy	+31,160	New	+$1.44M	0.16%	109

Other funds holding VMBS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

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 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

Resonant Capital Advisors's VMBS Position: Q2 2026 in Review

Resonant Capital Advisors held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 31,160 shares worth $1.46M. The position accounts for 0.07% of the portfolio, ranked #158.

Resonant Capital Advisors first reported a position in VMBS in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.47M in Q3 2024. 366 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Resonant Capital Advisors held 31,160 shares of Vanguard Mortgage-Backed Securities ETF worth $1.46M as of Q2 2026.
Resonant Capital Advisors left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up 0.07% of Resonant Capital Advisors's portfolio in Q2 2026, its #158 holding.
Resonant Capital Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2023 and has held it in 13 quarters since.
Resonant Capital Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $1.47M in Q3 2024.
366 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.