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Rockland Trust’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Rockland Trust’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 		$833K Buy
17,805
+3,663
+26% +$171K 0.03% 171
2026
Q1 		$664K Buy
14,142
+1,891
+15% +$89.3K 0.03% 194
2025
Q4 		$577K Buy
12,251
+1,695
+16% +$79.8K 0.02% 205
2025
Q3 		$496K Sell
10,556
-6,233
-37% -$289K 0.02% 217
2025
Q2 		$778K Sell
16,789
-1,576
-9% -$72.1K 0.04% 151
2025
Q1 		$850K Sell
18,365
-44
-0.2% -$2.01K 0.04% 143
2024
Q4 		$835K Buy
18,409
+4,151
+29% +$191K 0.04% 153
2024
Q3 		$673K Sell
14,258
-877
-6% -$40.9K 0.03% 166
2024
Q2 		$687K Hold
15,135
– – 0.04% 171
2024
Q1 		$690K Hold
15,135
– – 0.04% 170
2023
Q4 		$702K Sell
15,135
-4,450
-23% -$197K 0.04% 172
2023
Q3 		$857K Sell
19,585
-7,952
-29% -$358K 0.05% 145
2023
Q2 		$1.27M Buy
27,537
+4,779
+21% +$221K 0.08% 122
2023
Q1 		$1.06M Buy
22,758
+9,502
+72% +$441K 0.07% 137
2022
Q4 		$603K Buy
+13,256
New +$600K 0.04% 191
2022
Q3 		– Sell
-6,885
Closed -$329K – 302
2022
Q2 		$329K Buy
+6,885
New +$332K 0.02% 226
2021
Q4 		– Sell
-7,677
Closed -$409K – 304
2021
Q3 		$409K Buy
+7,677
New +$410K 0.03% 213
2020
Q1 		– Sell
-4,459
Closed -$237K – 273
2019
Q4 		$237K Sell
4,459
-116,339
-96% -$6.19M 0.02% 250
2019
Q3 		$6.44M Buy
120,798
+45,477
+60% +$2.41M 0.59% 57
2019
Q2 		$3.98M Buy
75,321
+18,713
+33% +$979K 0.39% 69
2019
Q1 		$2.96M Buy
56,608
+51,752
+1,066% +$2.68M 0.31% 74
2018
Q4 		$250K Buy
+4,856
New +$246K 0.03% 202

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

Rockland Trust's VMBS Position: Q2 2026 in Review

Rockland Trust increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 26% in Q2 2026, buying an estimated $171K and bringing the position to 17,805 shares worth $833K. The position accounts for 0.03% of the portfolio, ranked #171.

Rockland Trust first reported a position in VMBS in Q4 2018 and has held it in 22 quarters since. The position peaked at $6.44M in Q3 2019. 346 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Rockland Trust held 17,805 shares of Vanguard Mortgage-Backed Securities ETF worth $833K as of Q2 2026.
  • Rockland Trust bought 3,663 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $171K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.03% of Rockland Trust's portfolio in Q2 2026, its #171 holding.
  • Rockland Trust first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2018 and has held it in 22 quarters since.
  • Rockland Trust's Vanguard Mortgage-Backed Securities ETF position peaked at $6.44M in Q3 2019.
  • 346 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.