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

VestGen 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	$3.38M	Buy	72,303 +226	+0.3%	+$10.6K	0.1%	207
2026 Q1	$3.36M	Sell	72,077 -49,831	-41%	-$2.35M	0.09%	201
2025 Q4	$5.74M	Buy	121,908 +70,931	+139%	+$3.34M	0.24%	93
2025 Q3	$2.39M	Buy	50,977 +1,093	+2%	+$50.7K	0.08%	227
2025 Q2	$2.31M	Sell	49,884 -4,188	-8%	-$192K	0.09%	199
2025 Q1	$2.5M	Buy	+54,072	New	+$2.47M	0.11%	164

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

VestGen Advisors's VMBS Position: Q2 2026 in Review

VestGen Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.31% in Q2 2026, buying an estimated $10.6K and bringing the position to 72,303 shares worth $3.38M. The position accounts for 0.1% of the portfolio, ranked #207.

VestGen Advisors first reported a position in VMBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.74M in Q4 2025. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

VestGen Advisors held 72,303 shares of Vanguard Mortgage-Backed Securities ETF worth $3.38M as of Q2 2026.
VestGen Advisors bought 226 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $10.6K.
Vanguard Mortgage-Backed Securities ETF made up 0.1% of VestGen Advisors's portfolio in Q2 2026, its #207 holding.
VestGen Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $5.74M in Q4 2025.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.