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

Syon Capital’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 		$32.7M Buy
698,411
+211,130
+43% +$9.88M 1.42% 12
2026
Q1 		$22.9M Buy
+487,281
New +$23M 1.15% 22
2025
Q1 		– Sell
-67,869
Closed -$3.08M – 664
2024
Q4 		$3.08M Sell
67,869
-244,315
-78% -$11.2M 0.28% 61
2024
Q3 		$14.7M Buy
312,184
+9,570
+3% +$446K 1.3% 17
2024
Q2 		$13.7M Sell
302,614
-2,593
-0.8% -$117K 1.26% 16
2024
Q1 		$13.9M Sell
305,207
-458
-0.1% -$20.9K 1.32% 16
2023
Q4 		$14.2M Buy
+305,665
New +$13.5M 1.45% 13

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

Syon Capital's VMBS Position: Q2 2026 in Review

Syon Capital increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 43% in Q2 2026, buying an estimated $9.88M and bringing the position to 698,411 shares worth $32.7M. The position accounts for 1.42% of the portfolio, ranked #12.

Syon Capital first reported a position in VMBS in Q4 2023 and has held it in 7 quarters since. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Syon Capital held 698,411 shares of Vanguard Mortgage-Backed Securities ETF worth $32.7M as of Q2 2026.
  • Syon Capital bought 211,130 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $9.88M.
  • Vanguard Mortgage-Backed Securities ETF made up 1.42% of Syon Capital's portfolio in Q2 2026, its #12 holding.
  • Syon Capital first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 7 quarters since.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.