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

SageView 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
Q2 		– Sell
-4,341
Closed -$204K – 637
2026
Q1 		$204K Sell
4,341
-2
-0% -$94 0.01% 572
2025
Q4 		$204K Buy
4,343
+60
+1% +$2.83K 0.01% 592
2025
Q3 		$201K Sell
4,283
-368
-8% -$17.1K 0.01% 628
2025
Q2 		$214K Buy
4,651
+46
+1% +$2.1K 0.01% 586
2025
Q1 		$213K Buy
+4,605
New +$211K 0.01% 563
2024
Q4 		– Sell
-6,755
Closed -$319K – 611
2024
Q3 		$319K Buy
+6,755
New +$315K 0.02% 377
2024
Q2 		– Sell
-5,849
Closed -$263K – 444
2024
Q1 		$334K Buy
+5,849
New +$267K 0.02% 391
2023
Q4 		– Sell
-5,911
Closed -$261K – 445
2023
Q3 		$259K Buy
5,911
+592
+11% +$26.7K 0.01% 451
2023
Q2 		$245K Sell
5,319
-45,379
-90% -$2.1M 0.01% 488
2023
Q1 		$2.36M Sell
50,698
-778
-2% -$36.1K 0.15% 102
2022
Q4 		$2.34M Buy
+51,476
New +$2.33M 0.19% 85

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SageView Advisory Group's VMBS Position: Q2 2026 in Review

SageView Advisory Group sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026, closing a stake of 4,341 shares — an estimated $204K sold.

SageView Advisory Group first reported a position in VMBS in Q4 2022 and held it in 11 quarters. The position peaked at $2.36M in Q1 2023. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • SageView Advisory Group reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • SageView Advisory Group sold 4,341 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $204K.
  • SageView Advisory Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2022 and held it in 11 quarters.
  • SageView Advisory Group's Vanguard Mortgage-Backed Securities ETF position peaked at $2.36M in Q1 2023.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.