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Sigma Planning Corp’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Sigma Planning Corp’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 		$972K Buy
20,759
+1,206
+6% +$56.4K 0.02% 609
2026
Q1 		$918K Buy
19,553
+5,823
+42% +$275K 0.03% 596
2025
Q4 		$646K Buy
13,730
+109
+0.8% +$5.13K 0.02% 706
2025
Q3 		$640K Sell
13,621
-1,241
-8% -$57.6K 0.02% 710
2025
Q2 		$689K Sell
14,862
-1,133
-7% -$51.9K 0.02% 650
2025
Q1 		$741K Buy
15,995
+422
+3% +$19.3K 0.02% 582
2024
Q4 		$706K Buy
15,573
+104
+0.7% +$4.78K 0.02% 602
2024
Q3 		$730K Buy
15,469
+916
+6% +$42.7K 0.02% 603
2024
Q2 		$661K Sell
14,553
-298
-2% -$13.4K 0.02% 617
2024
Q1 		$677K Buy
14,851
+8,726
+142% +$398K 0.02% 648
2023
Q4 		$284K Sell
6,125
-7,283
-54% -$322K 0.02% 643
2023
Q3 		$587K Buy
13,408
+7,063
+111% +$318K 0.02% 641
2023
Q2 		$292K Buy
6,345
+1,849
+41% +$85.5K 0.01% 943
2023
Q1 		$209K Sell
4,496
-548
-11% -$25.4K 0.01% 1161
2022
Q4 		$230K Buy
5,044
+494
+11% +$22.4K 0.01% 1086
2022
Q3 		$205K Sell
4,550
-903
-17% -$43K 0.01% 1113
2022
Q2 		$261K Sell
5,453
-3,908
-42% -$188K 0.01% 1051
2022
Q1 		$469K Sell
9,361
-561
-6% -$28.8K 0.01% 869
2021
Q4 		$524K Sell
9,922
-2,776
-22% -$147K 0.01% 832
2021
Q3 		$677K Buy
12,698
+1,602
+14% +$85.6K 0.02% 689
2021
Q2 		$592K Sell
11,096
-39
-0.4% -$2.08K 0.02% 760
2021
Q1 		$594K Buy
11,135
+410
+4% +$22.1K 0.02% 702
2020
Q4 		$580K Sell
10,725
-9,333
-47% -$505K 0.02% 640
2020
Q3 		$1.09M Buy
20,058
+4,820
+32% +$262K 0.04% 377
2020
Q2 		$829K Buy
+15,238
New +$829K 0.04% 438

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

Sigma Planning Corp's VMBS Position: Q2 2026 in Review

Sigma Planning Corp increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 6.2% in Q2 2026, buying an estimated $56.4K and bringing the position to 20,759 shares worth $972K. The position accounts for 0.02% of the portfolio, ranked #609.

Sigma Planning Corp first reported a position in VMBS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.09M in Q3 2020. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Sigma Planning Corp held 20,759 shares of Vanguard Mortgage-Backed Securities ETF worth $972K as of Q2 2026.
  • Sigma Planning Corp bought 1,206 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $56.4K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #609 holding.
  • Sigma Planning Corp first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2020 and has held it in 25 quarters since.
  • Sigma Planning Corp's Vanguard Mortgage-Backed Securities ETF position peaked at $1.09M in Q3 2020.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.