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Savvy Advisors Inc’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Savvy Advisors Inc’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 		$24.5M Buy
522,340
+61,500
+13% +$2.88M 0.52% 36
2026
Q1 		$21.6M Sell
460,840
-9,680
-2% -$457K 0.58% 32
2025
Q4 		$22.2M Buy
470,520
+144,640
+44% +$6.81M 0.72% 27
2025
Q3 		$15.3M Buy
325,880
+125,559
+63% +$5.83M 0.7% 27
2025
Q2 		$9.28M Buy
200,321
+54,458
+37% +$2.49M 0.62% 32
2025
Q1 		$6.75M Buy
145,863
+5,395
+4% +$247K 0.68% 27
2024
Q4 		$6.37M Buy
140,468
+32,034
+30% +$1.47M 0.77% 21
2024
Q3 		$5.12M Buy
108,434
+54,812
+102% +$2.55M 1.04% 18
2024
Q2 		$2.43M Buy
53,622
+12,175
+29% +$548K 0.79% 22
2024
Q1 		$1.89M Buy
41,447
+18,790
+83% +$857K 1.09% 16
2023
Q4 		$1.05M Buy
+22,657
New +$1M 1.02% 18

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

Savvy Advisors Inc's VMBS Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 13% in Q2 2026, buying an estimated $2.88M and bringing the position to 522,340 shares worth $24.5M. The position accounts for 0.52% of the portfolio, ranked #36.

Savvy Advisors Inc first reported a position in VMBS in Q4 2023 and has held it in 11 quarters since. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Savvy Advisors Inc held 522,340 shares of Vanguard Mortgage-Backed Securities ETF worth $24.5M as of Q2 2026.
  • Savvy Advisors Inc bought 61,500 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $2.88M.
  • Vanguard Mortgage-Backed Securities ETF made up 0.52% of Savvy Advisors Inc's portfolio in Q2 2026, its #36 holding.
  • Savvy Advisors Inc first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 11 quarters since.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.