SIMA Wealth Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

SIMA Wealth Partners’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	$348K	Sell	7,444 -379	-5%	-$17.7K	0.25%	40
2026 Q1	$367K	Sell	7,823 -364	-4%	-$17.2K	0.28%	35
2025 Q4	$385K	Sell	8,187 -8	-0.1%	-$377	0.29%	35
2025 Q3	$385K	Sell	8,195 -15	-0.2%	-$696	0.29%	35
2025 Q2	$380K	Sell	8,210 -70	-0.8%	-$3.2K	0.31%	33
2025 Q1	$383K	Sell	8,280 -2	-0%	-$91	0.32%	30
2024 Q4	$376K	Sell	8,282 -239	-3%	-$11K	0.32%	33
2024 Q3	$402K	Sell	8,521 -3	-0%	-$140	0.35%	30
2024 Q2	$387K	Buy	+8,524	New	+$383K	0.37%	31

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIMA Wealth Partners's VMBS Position: Q2 2026 in Review

SIMA Wealth Partners reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 4.8% in Q2 2026, selling an estimated $17.7K and leaving 7,444 shares worth $348K. The position accounts for 0.25% of the portfolio, ranked #40.

SIMA Wealth Partners first reported a position in VMBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $402K in Q3 2024. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

SIMA Wealth Partners held 7,444 shares of Vanguard Mortgage-Backed Securities ETF worth $348K as of Q2 2026.
SIMA Wealth Partners sold 379 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $17.7K.
Vanguard Mortgage-Backed Securities ETF made up 0.25% of SIMA Wealth Partners's portfolio in Q2 2026, its #40 holding.
SIMA Wealth Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $402K in Q3 2024.
706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.