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

Sunbelt Securities’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 		$2.83K Hold
60
– – ﹤0.01% 1834
2025
Q4 		$2.82K Buy
60
+1
+2% +$47 ﹤0.01% 1791
2025
Q3 		$2.77K Sell
59
-61
-51% -$2.83K ﹤0.01% 1775
2025
Q2 		$5.46K Buy
120
+62
+107% +$2.84K ﹤0.01% 1419
2025
Q1 		$2.68K Sell
58
-62
-52% -$2.83K ﹤0.01% 1535
2024
Q4 		$5.46K Sell
120
-1,079
-90% -$49.6K ﹤0.01% 1419
2024
Q3 		$56.6K Buy
1,199
+1
+0.1% +$47 0.01% 914
2024
Q2 		$54.4K Sell
1,198
-24
-2% -$1.08K 0.01% 885
2024
Q1 		$55.8K Buy
1,222
+63
+5% +$2.87K 0.01% 848
2023
Q4 		$53.7K Sell
1,159
-270
-19% -$11.9K 0.01% 805
2023
Q3 		$62.6K Sell
1,429
-811
-36% -$36.5K 0.01% 757
2023
Q2 		$103K Buy
2,240
+2,186
+4,048% +$101K 0.01% 641
2023
Q1 		$2.49K Buy
+54
New +$2.51K ﹤0.01% 1403

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 $10B AUM 15.14% 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

Sunbelt Securities's VMBS Position: Q1 2026 in Review

Sunbelt Securities held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q1 2026 at 60 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

Sunbelt Securities first reported a position in VMBS in Q1 2023 and has held it in 13 quarters since. The position peaked at $103K in Q2 2023. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Sunbelt Securities held 60 shares of Vanguard Mortgage-Backed Securities ETF worth $2.83K as of Q1 2026.
  • Sunbelt Securities left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q1 2026.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1834 holding.
  • Sunbelt Securities first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Vanguard Mortgage-Backed Securities ETF position peaked at $103K in Q2 2023.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.