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Unify Financial Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Unify Financial Advisors’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 		$4.57M Buy
97,572
+3,227
+3% +$151K 4.22% 5
2026
Q1 		$4.43M Buy
94,345
+16,751
+22% +$791K 4.6% 5
2025
Q4 		$3.65M Buy
+77,594
New +$3.66M 3.81% 5

Other funds holding VMBS

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PG
Proffitt & Goodson Knoxville, Tennessee $728M AUM 18.62% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Unify Financial Advisors's VMBS Position: Q2 2026 in Review

Unify Financial Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 3.4% in Q2 2026, buying an estimated $151K and bringing the position to 97,572 shares worth $4.57M. The position accounts for 4.22% of the portfolio, ranked #5.

Unify Financial Advisors first reported a position in VMBS in Q4 2025 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Unify Financial Advisors held 97,572 shares of Vanguard Mortgage-Backed Securities ETF worth $4.57M as of Q2 2026.
  • Unify Financial Advisors bought 3,227 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $151K.
  • Vanguard Mortgage-Backed Securities ETF made up 4.22% of Unify Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • Unify Financial Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 183 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.