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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
Q2 		– Sell
-26
Closed -$1.22K – 243
2026
Q1 		$1.22K Hold
26
– – ﹤0.01% 260
2025
Q4 		$1.22K Buy
+26
New +$1.23K ﹤0.01% 251

Other funds holding VMBS

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Team Financial Group's VMBS Position: Q2 2026 in Review

Team Financial Group sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026, closing a stake of 26 shares — an estimated $1.22K sold.

Team Financial Group first reported a position in VMBS in Q4 2025 and held it in 2 quarters. The position peaked at $1.22K in Q4 2025. 218 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Team Financial Group reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 26 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.22K.
  • Team Financial Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2025 and held it in 2 quarters.
  • Team Financial Group's Vanguard Mortgage-Backed Securities ETF position peaked at $1.22K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.