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

SigFig 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 		$7M Buy
148,909
+746
+0.5% +$34.9K 0.19% 39
2026
Q1 		$6.96M Buy
148,163
+12,119
+9% +$572K 0.2% 38
2025
Q4 		$6.4M Buy
136,044
+3,055
+2% +$144K 0.19% 49
2025
Q3 		$6.25M Sell
132,989
-333
-0.2% -$15.5K 0.19% 50
2025
Q2 		$6.16M Buy
133,322
+1,277
+1% +$58.4K 0.2% 52
2025
Q1 		$6.11M Sell
132,045
-1,008
-0.8% -$46.1K 0.22% 47
2024
Q4 		$6.04M Buy
133,053
+3,931
+3% +$181K 0.22% 49
2024
Q3 		$6.11M Buy
129,122
+92
+0.1% +$4.29K 0.22% 49
2024
Q2 		$5.86M Buy
129,030
+2,878
+2% +$129K 0.22% 49
2024
Q1 		$5.75M Buy
126,152
+7,361
+6% +$336K 0.21% 47
2023
Q4 		$5.51M Buy
118,791
+1,869
+2% +$82.6K 0.21% 50
2023
Q3 		$5.12M Sell
116,922
-2,774
-2% -$125K 0.21% 50
2023
Q2 		$5.49M Buy
119,696
+2,693
+2% +$125K 0.21% 51
2023
Q1 		$5.45M Buy
117,003
+1,930
+2% +$89.6K 0.3% 42
2022
Q4 		$6.05M Sell
115,073
-929
-0.8% -$42.1K 0.3% 38
2022
Q3 		$6.14M Sell
116,002
-798
-0.7% -$38K 0.32% 34
2022
Q2 		$6.18M Buy
116,800
+812
+0.7% +$39.1K 0.32% 34
2022
Q1 		$6.12M Sell
115,988
-3,598
-3% -$185K 0.29% 36
2021
Q4 		$6.38M Buy
119,586
+8,677
+8% +$460K 0.3% 34
2021
Q3 		$5.91M Buy
110,909
+11,292
+11% +$604K 0.3% 37
2021
Q2 		$5.32M Buy
99,617
+9,591
+11% +$513K 0.28% 35
2021
Q1 		$4.8M Buy
90,026
+18,737
+26% +$1.01M 0.3% 32
2020
Q4 		$3.85M Buy
71,289
+30,706
+76% +$1.66M 0.28% 31
2020
Q3 		$2.2M Buy
40,583
+20,289
+100% +$1.1M 0.2% 37
2020
Q2 		$1.1M Buy
20,294
+11,825
+140% +$644K 0.12% 39
2020
Q1 		$462K Buy
+8,469
New +$453K 0.06% 43

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

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

SigFig Wealth Management increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.5% in Q2 2026, buying an estimated $34.9K and bringing the position to 148,909 shares worth $7M. The position accounts for 0.19% of the portfolio, ranked #39.

SigFig Wealth Management first reported a position in VMBS in Q1 2020 and has held it in 26 quarters since. 707 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • SigFig Wealth Management held 148,909 shares of Vanguard Mortgage-Backed Securities ETF worth $7M as of Q2 2026.
  • SigFig Wealth Management bought 746 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $34.9K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.19% of SigFig Wealth Management's portfolio in Q2 2026, its #39 holding.
  • SigFig Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2020 and has held it in 26 quarters since.
  • 707 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.