Seek First’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Seek First’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 Q3	$2.64M	Sell	59,386 -1,624	-3%	-$74.6K	1.7%	13
2026 Q2	$2.86M	Buy	61,010 +257	+0.4%	+$12K	1.8%	13
2026 Q1	$2.85M	Buy	60,753 +168	+0.3%	+$7.93K	2.01%	11
2025 Q4	$2.85M	Buy	60,585 +1,478	+3%	+$69.6K	1.97%	11
2025 Q3	$2.78M	Buy	59,107 +173	+0.3%	+$8.03K	2%	11
2025 Q2	$2.73M	Buy	58,934 +4,842	+9%	+$222K	2.21%	11
2025 Q1	$2.5M	Buy	+54,092	New	+$2.47M	2.22%	11

Other funds holding VMBS

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Seek First's VMBS Position: Q3 2026 in Review

Seek First reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 2.7% in Q3 2026, selling an estimated $74.6K and leaving 59,386 shares worth $2.64M. The position accounts for 1.7% of the portfolio, ranked #13.

Seek First first reported a position in VMBS in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.86M in Q2 2026. 269 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

Seek First held 59,386 shares of Vanguard Mortgage-Backed Securities ETF worth $2.64M as of Q3 2026.
Seek First sold 1,624 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $74.6K.
Vanguard Mortgage-Backed Securities ETF made up 1.7% of Seek First's portfolio in Q3 2026, its #13 holding.
Seek First first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2025 and has held it in 7 quarters since.
Seek First's Vanguard Mortgage-Backed Securities ETF position peaked at $2.86M in Q2 2026.
269 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.