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Vise Technologies’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Vise Technologies’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 		$4.15M Buy
88,754
+36,989
+71% +$1.73M 0.05% 325
2026
Q1 		$2.44M Hold
51,765
– – 0.05% 312
2025
Q4 		$2.44M Sell
51,765
-9
-0% -$424 0.05% 313
2025
Q3 		$2.43M Sell
51,774
-5,577
-10% -$259K 0.09% 215
2025
Q2 		$2.66M Buy
+57,351
New +$2.62M 0.11% 199
2024
Q4 		$2.25M Buy
49,601
+21,080
+74% +$969K 0.19% 116
2024
Q3 		$1.35M Sell
28,521
-5,928
-17% -$276K 0.17% 121
2024
Q2 		$1.56M Sell
34,449
-1,058
-3% -$47.6K 0.27% 81
2024
Q1 		$1.62M Sell
35,507
-2,670
-7% -$122K 0.32% 73
2023
Q4 		$1.77M Buy
38,177
+1,346
+4% +$59.5K 0.38% 67
2023
Q3 		$1.61M Buy
36,831
+10,925
+42% +$492K 0.4% 63
2023
Q2 		$1.19M Buy
25,906
+332
+1% +$15.4K 0.29% 81
2023
Q1 		$1.19M Buy
25,574
+8,290
+48% +$385K 0.31% 75
2022
Q4 		$787K Sell
17,284
-2,360
-12% -$107K 0.25% 102
2022
Q3 		$886K Sell
19,644
-7,384
-27% -$351K 0.33% 62
2022
Q2 		$1.29M Buy
+27,028
New +$1.3M 0.5% 48

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vise Technologies's VMBS Position: Q2 2026 in Review

Vise Technologies increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 71% in Q2 2026, buying an estimated $1.73M and bringing the position to 88,754 shares worth $4.15M. The position accounts for 0.05% of the portfolio, ranked #325.

Vise Technologies first reported a position in VMBS in Q2 2022 and has held it in 16 quarters since. 714 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Vise Technologies held 88,754 shares of Vanguard Mortgage-Backed Securities ETF worth $4.15M as of Q2 2026.
  • Vise Technologies bought 36,989 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.73M.
  • Vanguard Mortgage-Backed Securities ETF made up 0.05% of Vise Technologies's portfolio in Q2 2026, its #325 holding.
  • Vise Technologies first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2022 and has held it in 16 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.