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 Q2	$333K	Buy	7,110 +195	+3%	+$9.13K	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 America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

United Advisor Group's VMBS Position: Q2 2026 in Review

United Advisor Group increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 2.8% in Q2 2026, buying an estimated $9.13K and bringing the position to 7,110 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #402.

United Advisor Group first reported a position in VMBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $550K in Q3 2024. 711 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

United Advisor Group held 7,110 shares of Vanguard Mortgage-Backed Securities ETF worth $333K as of Q2 2026.
United Advisor Group bought 195 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $9.13K.
Vanguard Mortgage-Backed Securities ETF made up 0.04% of United Advisor Group's portfolio in Q2 2026, its #402 holding.
United Advisor Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2024 and has held it in 9 quarters since.
United Advisor Group's Vanguard Mortgage-Backed Securities ETF position peaked at $550K in Q3 2024.
711 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.