VisionPoint Advisory Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

VisionPoint Advisory 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	$418K	Sell	8,940 -341	-4%	-$16K	0.07%	286
2026 Q1	$436K	Buy	9,281 +1,249	+16%	+$59K	0.08%	250
2025 Q4	$378K	Buy	8,032 +562	+8%	+$26.5K	0.07%	251
2025 Q3	$351K	Buy	7,470 +1,514	+25%	+$70.3K	0.07%	269
2025 Q2	$276K	Buy	+5,956	New	+$273K	0.06%	282
2024 Q3	–	Sell	-32	Closed	-$1.45K	–	765
2024 Q2	$1.45K	Buy	+32	New	+$1.44K	﹤0.01%	695

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

VisionPoint Advisory Group's VMBS Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 3.7% in Q2 2026, selling an estimated $16K and leaving 8,940 shares worth $418K. The position accounts for 0.07% of the portfolio, ranked #286.

VisionPoint Advisory Group first reported a position in VMBS in Q2 2024 and has held it in 6 quarters since. The position peaked at $436K in Q1 2026. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

VisionPoint Advisory Group held 8,940 shares of Vanguard Mortgage-Backed Securities ETF worth $418K as of Q2 2026.
VisionPoint Advisory Group sold 341 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $16K.
Vanguard Mortgage-Backed Securities ETF made up 0.07% of VisionPoint Advisory Group's portfolio in Q2 2026, its #286 holding.
VisionPoint Advisory Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2024 and has held it in 6 quarters since.
VisionPoint Advisory Group's Vanguard Mortgage-Backed Securities ETF position peaked at $436K in Q1 2026.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.