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Sax Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Sax Wealth 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 		$1.5M Buy
31,939
+298
+0.9% +$13.9K 0.06% 179
2026
Q1 		$1.49M Hold
31,641
– – 0.07% 143
2025
Q4 		$1.49M Buy
+31,641
New +$1.49M 0.07% 146

Other funds holding VMBS

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Sax Wealth Advisors's VMBS Position: Q2 2026 in Review

Sax Wealth Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.94% in Q2 2026, buying an estimated $13.9K and bringing the position to 31,939 shares worth $1.5M. The position accounts for 0.06% of the portfolio, ranked #179.

Sax Wealth Advisors first reported a position in VMBS in Q4 2025 and has held it in 3 quarters since. 156 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Sax Wealth Advisors held 31,939 shares of Vanguard Mortgage-Backed Securities ETF worth $1.5M as of Q2 2026.
  • Sax Wealth Advisors bought 298 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $13.9K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.06% of Sax Wealth Advisors's portfolio in Q2 2026, its #179 holding.
  • Sax Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 156 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.