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

Veridan 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	$2.24M	Sell	47,901 -4,642	-9%	-$217K	0.76%	34
2026 Q1	$2.47M	Buy	52,543 +2,081	+4%	+$98.2K	0.91%	32
2025 Q4	$2.38M	Buy	50,462 +826	+2%	+$38.9K	0.8%	32
2025 Q3	$2.33M	Buy	+49,636	New	+$2.3M	0.8%	33
2025 Q1	$2.32M	Buy	50,039 +264	+0.5%	+$12.1K	1.05%	28
2024 Q4	$2.26M	Buy	+49,775	New	+$2.29M	1.06%	30
2024 Q2	$2.32M	Buy	+50,059	New	+$2.25M	0.93%	32

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

Veridan Wealth's VMBS Position: Q2 2026 in Review

Veridan Wealth reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 8.8% in Q2 2026, selling an estimated $217K and leaving 47,901 shares worth $2.24M. The position accounts for 0.76% of the portfolio, ranked #34.

Veridan Wealth first reported a position in VMBS in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.47M in Q1 2026. 713 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Veridan Wealth held 47,901 shares of Vanguard Mortgage-Backed Securities ETF worth $2.24M as of Q2 2026.
Veridan Wealth sold 4,642 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $217K.
Vanguard Mortgage-Backed Securities ETF made up 0.76% of Veridan Wealth's portfolio in Q2 2026, its #34 holding.
Veridan Wealth first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2024 and has held it in 7 quarters since.
Veridan Wealth's Vanguard Mortgage-Backed Securities ETF position peaked at $2.47M in Q1 2026.
713 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.