Security Benefit Life Insurance Company’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Security Benefit Life Insurance Company’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	$4.68M	Hold	100,000	–	–	2.58%	6
2026 Q1	$4.7M	Hold	100,000	–	–	2.47%	6
2025 Q4	$4.71M	Hold	100,000	–	–	1.94%	6
2025 Q3	$4.7M	Hold	100,000	–	–	1.89%	6
2025 Q2	$4.63M	Hold	100,000	–	–	2.19%	5
2025 Q1	$4.63M	Buy	100,000 +13,370	+15%	+$611K	1.73%	7
2024 Q4	$3.93M	Buy	86,630 +43,930	+103%	+$2.02M	1.28%	5
2024 Q3	$2.02M	Hold	42,700	–	–	1.02%	7
2024 Q2	$1.94M	Hold	42,700	–	–	0.63%	6
2024 Q1	$1.95M	Hold	42,700	–	–	0.6%	8
2023 Q4	$1.98M	Hold	42,700	–	–	0.4%	9
2023 Q3	$1.87M	Buy	42,700 +14,500	+51%	+$653K	0.31%	12
2023 Q2	$1.3M	Buy	+28,200	New	+$1.3M	0.15%	20

Other funds holding VMBS

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

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

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

Security Benefit Life Insurance Company's VMBS Position: Q2 2026 in Review

Security Benefit Life Insurance Company held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 100,000 shares worth $4.68M. The position accounts for 2.58% of the portfolio, ranked #6.

Security Benefit Life Insurance Company first reported a position in VMBS in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.71M in Q4 2025. 218 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Security Benefit Life Insurance Company held 100,000 shares of Vanguard Mortgage-Backed Securities ETF worth $4.68M as of Q2 2026.
Security Benefit Life Insurance Company left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up 2.58% of Security Benefit Life Insurance Company's portfolio in Q2 2026, its #6 holding.
Security Benefit Life Insurance Company first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2023 and has held it in 13 quarters since.
Security Benefit Life Insurance Company's Vanguard Mortgage-Backed Securities ETF position peaked at $4.71M in Q4 2025.
218 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Security Benefit Life Insurance Company's 13F filing for Q2 2026, filed 21 Jul 2026.