TFG
VMBS icon

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

Team Financial 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
Q3 		$1.16K Buy
+26
New +$1.2K ﹤0.01% 295
2026
Q2 		– Sell
-26
Closed -$1.22K – 243
2026
Q1 		$1.22K Hold
26
– – ﹤0.01% 260
2025
Q4 		$1.22K Buy
+26
New +$1.22K ﹤0.01% 251

Other funds holding VMBS

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Bell Investment Advisors
Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Team Financial Group's VMBS Position: Q3 2026 in Review

Team Financial Group opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2026: 26 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #295 among its holdings. This is a return to the name: Team Financial Group previously reported a position in VMBS as recently as Q1 2026.

Team Financial Group first reported a position in VMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.22K in Q4 2025. 276 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Team Financial Group held 26 shares of Vanguard Mortgage-Backed Securities ETF worth $1.16K as of Q3 2026.
  • Vanguard Mortgage-Backed Securities ETF was a new Team Financial Group position in Q3 2026.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Team Financial Group's portfolio in Q3 2026, its #295 holding.
  • Team Financial Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • Team Financial Group's Vanguard Mortgage-Backed Securities ETF position peaked at $1.22K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.