Stonehaven Wealth & Tax Solutions’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$817K	Buy	17,453 +219	+1%	+$10.2K	0.65%	29
2026 Q1	$809K	Sell	17,234 -658	-4%	-$31.1K	0.72%	30
2025 Q4	$842K	Sell	17,892 -343	-2%	-$16.2K	0.76%	29
2025 Q3	$856K	Sell	18,235 -28	-0.2%	-$1.3K	0.79%	29
2025 Q2	$846K	Buy	18,263 +947	+5%	+$43.3K	0.83%	27
2025 Q1	$802K	Buy	17,316 +3,896	+29%	+$178K	0.85%	27
2024 Q4	$608K	Buy	+13,420	New	+$617K	0.66%	40

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

Stonehaven Wealth & Tax Solutions's VMBS Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 1.3% in Q2 2026, buying an estimated $10.2K and bringing the position to 17,453 shares worth $817K. The position accounts for 0.65% of the portfolio, ranked #29.

Stonehaven Wealth & Tax Solutions first reported a position in VMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $856K in Q3 2025. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 17,453 shares of Vanguard Mortgage-Backed Securities ETF worth $817K as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 219 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $10.2K.
Vanguard Mortgage-Backed Securities ETF made up 0.65% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #29 holding.
Stonehaven Wealth & Tax Solutions first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 7 quarters since.
Stonehaven Wealth & Tax Solutions's Vanguard Mortgage-Backed Securities ETF position peaked at $856K in Q3 2025.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.