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Seed Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Seed Wealth Management’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 		$2.61M Sell
55,670
-1,020
-2% -$47.7K 1.65% 14
2026
Q1 		$2.66M Sell
56,690
-3,280
-5% -$155K 1.83% 11
2025
Q4 		$2.82M Sell
59,970
-1,945
-3% -$91.6K 1.95% 10
2025
Q3 		$2.91M Hold
61,915
– – 2.01% 8
2025
Q2 		$2.87M Sell
61,915
-97,890
-61% -$4.48M 2.14% 10
2025
Q1 		$7.4M Sell
159,805
-30
-0% -$1.37K 6.02% 1
2024
Q4 		$7.25M Sell
159,835
-4,240
-3% -$195K 5.85% 1
2024
Q3 		$7.75M Buy
164,075
+15,345
+10% +$715K 6.2% 1
2024
Q2 		$6.75M Buy
148,730
+85,070
+134% +$3.83M 5.88% 1
2024
Q1 		$2.88M Buy
63,660
+9,720
+18% +$443K 2.75% 6
2023
Q4 		$2.49M Buy
53,940
+36,240
+205% +$1.6M 2.51% 8
2023
Q3 		$775K Buy
17,700
+6,700
+61% +$302K 0.87% 31
2023
Q2 		$506K Buy
+11,000
New +$509K 0.54% 52

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
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Seed Wealth Management's VMBS Position: Q2 2026 in Review

Seed Wealth Management reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 1.8% in Q2 2026, selling an estimated $47.7K and leaving 55,670 shares worth $2.61M. The position accounts for 1.65% of the portfolio, ranked #14.

Seed Wealth Management first reported a position in VMBS in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.75M in Q3 2024. 392 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Seed Wealth Management held 55,670 shares of Vanguard Mortgage-Backed Securities ETF worth $2.61M as of Q2 2026.
  • Seed Wealth Management sold 1,020 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $47.7K.
  • Vanguard Mortgage-Backed Securities ETF made up 1.65% of Seed Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Seed Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2023 and has held it in 13 quarters since.
  • Seed Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $7.75M in Q3 2024.
  • 392 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.