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Summit Financial’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Summit Financial’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 		$602K Buy
12,856
+7,212
+128% +$337K 0.01% 1024
2026
Q1 		$265K Buy
+5,644
New +$266K ﹤0.01% 1239

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

Summit Financial's VMBS Position: Q2 2026 in Review

Summit Financial increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 128% in Q2 2026, buying an estimated $337K and bringing the position to 12,856 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #1024.

Summit Financial first reported a position in VMBS in Q1 2026 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Summit Financial held 12,856 shares of Vanguard Mortgage-Backed Securities ETF worth $602K as of Q2 2026.
  • Summit Financial bought 7,212 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $337K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1024 holding.
  • Summit Financial first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • 712 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.