United Advisor Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

United Advisor 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	$396K	Buy	8,923 +1,813	+25%	+$83.3K	0.04%	389
2026 Q2	$333K	Buy	7,110 +195	+3%	+$9.12K	0.04%	402
2026 Q1	$325K	Buy	6,915 +73	+1%	+$3.45K	0.04%	376
2025 Q4	$322K	Sell	6,842 -302	-4%	-$14.2K	0.04%	362
2025 Q3	$335K	Buy	7,144 +77	+1%	+$3.58K	0.05%	338
2025 Q2	$327K	Sell	7,067 -466	-6%	-$21.3K	0.06%	302
2025 Q1	$349K	Buy	7,533 +2,867	+61%	+$131K	0.07%	253
2024 Q4	$212K	Sell	4,666 -6,978	-60%	-$321K	0.04%	348
2024 Q3	$550K	Buy	11,644 +5,405	+87%	+$252K	0.12%	171
2024 Q2	$283K	Buy	+6,239	New	+$281K	0.09%	206

Other funds holding VMBS

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

United Advisor Group's VMBS Position: Q3 2026 in Review

United Advisor Group increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 25% in Q3 2026, buying an estimated $83.3K and bringing the position to 8,923 shares worth $396K. The position accounts for 0.04% of the portfolio, ranked #389.

United Advisor Group first reported a position in VMBS in Q2 2024 and has held it in 10 quarters since. The position peaked at $550K in Q3 2024. 458 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

United Advisor Group held 8,923 shares of Vanguard Mortgage-Backed Securities ETF worth $396K as of Q3 2026.
United Advisor Group bought 1,813 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $83.3K.
Vanguard Mortgage-Backed Securities ETF made up 0.04% of United Advisor Group's portfolio in Q3 2026, its #389 holding.
United Advisor Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2024 and has held it in 10 quarters since.
United Advisor Group's Vanguard Mortgage-Backed Securities ETF position peaked at $550K in Q3 2024.
458 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.