Rialto Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Rialto Wealth Management’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	$18.5M	Sell	396,019 -28,740	-7%	-$1.34M	3.67%	8
2026 Q1	$19.9M	Buy	424,759 +36,960	+10%	+$1.74M	4.48%	5
2025 Q4	$18.3M	Buy	387,799 +140,873	+57%	+$6.64M	4.37%	5
2025 Q3	$11.6M	Buy	246,926 +184,621	+296%	+$8.57M	2.99%	8
2025 Q2	$2.89M	Buy	62,305 +9,404	+18%	+$430K	0.81%	28
2025 Q1	$2.45M	Buy	52,901 +6,311	+14%	+$289K	0.77%	34
2024 Q4	$2.11M	Buy	+46,590	New	+$2.14M	0.7%	38

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

Rialto Wealth Management's VMBS Position: Q2 2026 in Review

Rialto Wealth Management reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 6.8% in Q2 2026, selling an estimated $1.34M and leaving 396,019 shares worth $18.5M. The position accounts for 3.67% of the portfolio, ranked #8.

Rialto Wealth Management first reported a position in VMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.9M in Q1 2026. 709 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Rialto Wealth Management held 396,019 shares of Vanguard Mortgage-Backed Securities ETF worth $18.5M as of Q2 2026.
Rialto Wealth Management sold 28,740 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.34M.
Vanguard Mortgage-Backed Securities ETF made up 3.67% of Rialto Wealth Management's portfolio in Q2 2026, its #8 holding.
Rialto Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $19.9M in Q1 2026.
709 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.