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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
Q2 		$1.38M Sell
29,528
-138
-0.5% -$6.46K 0.28% 48
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 Buy
29,643
+28,612
+2,775% +$1.32M 0.55% 26
2023
Q1 		$48K Sell
1,031
-148,626
-99% -$6.9M 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 $1.55T 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 Wealth Group's VMBS Position: Q2 2026 in Review

Summit Wealth Group reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.47% in Q2 2026, selling an estimated $6.46K and leaving 29,528 shares worth $1.38M. The position accounts for 0.28% of the portfolio, ranked #48.

Summit Wealth Group first reported a position in VMBS in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.49M in Q4 2021. 711 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Summit Wealth Group held 29,528 shares of Vanguard Mortgage-Backed Securities ETF worth $1.38M as of Q2 2026.
  • Summit Wealth Group sold 138 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $6.46K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.28% of Summit Wealth Group's portfolio in Q2 2026, its #48 holding.
  • Summit Wealth Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Group's Vanguard Mortgage-Backed Securities ETF position peaked at $9.49M in Q4 2021.
  • 711 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.