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

Stratos Wealth Advisors’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	$311K	Buy	+6,640	New	+$311K	0.02%	488
2022 Q2	–	Sell	-4,486	Closed	-$225K	–	558
2022 Q1	$225K	Sell	4,486 -1,028	-19%	-$52.8K	0.02%	492
2021 Q4	$291K	Buy	+5,514	New	+$292K	0.02%	469
2021 Q3	–	Sell	-4,664	Closed	-$249K	–	576
2021 Q2	$249K	Sell	4,664 -967	-17%	-$51.7K	0.02%	476
2021 Q1	$301K	Buy	5,631 +1,241	+28%	+$66.8K	0.03%	393
2020 Q4	$237K	Buy	+4,390	New	+$237K	0.03%	355

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

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

Stratos Wealth Advisors opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026: 6,640 shares worth $311K. The stake represents 0.02% of the portfolio and ranks #488 among its holdings. This is a return to the name: Stratos Wealth Advisors previously reported a position in VMBS as recently as Q1 2022.

Stratos Wealth Advisors first reported a position in VMBS in Q4 2020 and has held it in 6 quarters since. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Stratos Wealth Advisors held 6,640 shares of Vanguard Mortgage-Backed Securities ETF worth $311K as of Q2 2026.
Vanguard Mortgage-Backed Securities ETF was a new Stratos Wealth Advisors position in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up 0.02% of Stratos Wealth Advisors's portfolio in Q2 2026, its #488 holding.
Stratos Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2020 and has held it in 6 quarters since.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.