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

Unique Wealth’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 		$364K Buy
7,772
+3,455
+80% +$162K 0.04% 167
2026
Q1 		$203K Buy
+4,317
New +$204K 0.03% 181

Other funds holding VMBS

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Unique Wealth's VMBS Position: Q2 2026 in Review

Unique Wealth increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 80% in Q2 2026, buying an estimated $162K and bringing the position to 7,772 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #167.

Unique Wealth first reported a position in VMBS in Q1 2026 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Unique Wealth held 7,772 shares of Vanguard Mortgage-Backed Securities ETF worth $364K as of Q2 2026.
  • Unique Wealth bought 3,455 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $162K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.04% of Unique Wealth's portfolio in Q2 2026, its #167 holding.
  • Unique Wealth first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • 290 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.