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Signal Advisors Wealth’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Signal Advisors Wealth’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 		$5.36M Buy
114,480
+25,019
+28% +$1.17M 0.27% 76
2026
Q1 		$4.2M Buy
89,461
+41,995
+88% +$1.98M 0.29% 77
2025
Q4 		$2.23M Sell
47,466
-1,025
-2% -$48.3K 0.18% 115
2025
Q3 		$2.28M Sell
48,491
-179
-0.4% -$8.31K 0.21% 98
2025
Q2 		$2.26M Buy
48,670
+61
+0.1% +$2.79K 0.18% 123
2025
Q1 		$2.25M Sell
48,609
-1,770
-4% -$80.9K 0.22% 108
2024
Q4 		$2.28M Buy
50,379
+5,650
+13% +$260K 0.26% 104
2024
Q3 		$2.11M Buy
+44,729
New +$2.08M 0.3% 85
2024
Q2 		– Sell
-45,556
Closed -$2.08M – 276
2024
Q1 		$2.08M Buy
45,556
+22,655
+99% +$1.03M 0.52% 53
2023
Q4 		$1.06M Buy
+22,901
New +$1.01M 0.37% 66

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

Signal Advisors Wealth's VMBS Position: Q2 2026 in Review

Signal Advisors Wealth increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 28% in Q2 2026, buying an estimated $1.17M and bringing the position to 114,480 shares worth $5.36M. The position accounts for 0.27% of the portfolio, ranked #76.

Signal Advisors Wealth first reported a position in VMBS in Q4 2023 and has held it in 10 quarters since. 712 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Signal Advisors Wealth held 114,480 shares of Vanguard Mortgage-Backed Securities ETF worth $5.36M as of Q2 2026.
  • Signal Advisors Wealth bought 25,019 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.17M.
  • Vanguard Mortgage-Backed Securities ETF made up 0.27% of Signal Advisors Wealth's portfolio in Q2 2026, its #76 holding.
  • Signal Advisors Wealth first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 10 quarters since.
  • 712 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.