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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Signal Advisors Wealth's VMBS Position: Q1 2026 in Review

Signal Advisors Wealth increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 88% in Q1 2026, buying an estimated $1.98M and bringing the position to 89,461 shares worth $4.2M. The position accounts for 0.29% of the portfolio, ranked #77.

Signal Advisors Wealth first reported a position in VMBS in Q4 2023 and has held it in 9 quarters since. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

Signal Advisors Wealth held 89,461 shares of Vanguard Mortgage-Backed Securities ETF worth $4.2M as of Q1 2026.
Signal Advisors Wealth bought 41,995 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $1.98M.
Vanguard Mortgage-Backed Securities ETF made up 0.29% of Signal Advisors Wealth's portfolio in Q1 2026, its #77 holding.
Signal Advisors Wealth first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 9 quarters since.
705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.