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

Summit Wealth Group’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 		$1.39M Buy
29,666
+144
+0.5% +$6.8K 0.32% 46
2025
Q4 		$1.39M Sell
29,522
-463
-2% -$21.8K 0.32% 43
2025
Q3 		$1.41M Buy
29,985
+1,868
+7% +$86.7K 0.34% 42
2025
Q2 		$1.3M Sell
28,117
-943
-3% -$43.2K 0.33% 44
2025
Q1 		$1.35M Buy
29,060
+164
+0.6% +$7.5K 0.39% 38
2024
Q4 		$1.31M Sell
28,896
-1,872
-6% -$86.1K 0.38% 39
2024
Q3 		$1.45M Sell
30,768
-730
-2% -$34K 0.42% 38
2024
Q2 		$1.43M Buy
31,498
+1,186
+4% +$53.3K 0.43% 34
2024
Q1 		$1.38M Buy
30,312
+1,753
+6% +$79.9K 0.94% 16
2023
Q4 		$1.32M Sell
28,559
-998
-3% -$44.1K 1.04% 16
2023
Q3 		$1.29M Sell
29,557
-86
-0.3% -$3.88K 1.15% 13
2023
Q2 		$1.36M Sell
29,643
-2,206,634
-99% -$102M 0.55% 26
2023
Q1 		$48K Buy
2,236,277
+2,086,620
+1,394% +$96.8M 1.15% 18
2022
Q4 		$6.81M Sell
149,657
-51,888
-26% -$2.35M 7.19% 6
2022
Q3 		$9.09M Buy
201,545
+10,175
+5% +$484K 10.72% 4
2022
Q2 		$9.15M Buy
191,370
+3,234
+2% +$156K 10.81% 3
2022
Q1 		$9.43M Buy
188,136
+8,558
+5% +$439K 9.87% 6
2021
Q4 		$9.49M Buy
179,578
+168,384
+1,504% +$8.92M 10.81% 4
2021
Q3 		$597K Sell
11,194
-143,883
-93% -$7.69M 0.94% 19
2021
Q2 		$8.28M Buy
155,077
+15,918
+11% +$851K 12.29% 4
2021
Q1 		$7.43M Buy
139,159
+10,075
+8% +$542K 11.97% 2
2020
Q4 		$6.98M Buy
129,084
+42,916
+50% +$2.32M 4.38% 6
2020
Q3 		$4.68M Buy
86,168
+1,818
+2% +$98.8K 4.06% 8
2020
Q2 		$4.59M Buy
84,350
+148
+0.2% +$8.06K 4.19% 8
2020
Q1 		$4.59M Buy
84,202
+6,549
+8% +$350K 4.65% 7
2019
Q4 		$4.13M Buy
+77,653
New +$4.13M 3.9% 8

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Wealth Group's VMBS Position: Q1 2026 in Review

Summit Wealth Group increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.49% in Q1 2026, buying an estimated $6.8K and bringing the position to 29,666 shares worth $1.39M. The position accounts for 0.32% of the portfolio, ranked #46.

Summit Wealth Group first reported a position in VMBS in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.49M in Q4 2021. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Summit Wealth Group held 29,666 shares of Vanguard Mortgage-Backed Securities ETF worth $1.39M as of Q1 2026.
  • Summit Wealth Group bought 144 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $6.8K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.32% of Summit Wealth Group's portfolio in Q1 2026, its #46 holding.
  • Summit Wealth Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2019 and has held it in 26 quarters since.
  • Summit Wealth Group's Vanguard Mortgage-Backed Securities ETF position peaked at $9.49M in Q4 2021.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.