VisionPoint Advisory Group
VMBS icon

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
Q3 		$351K Sell
7,896
-1,044
-12% -$48K 0.06% 306
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

Mather Group
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

VisionPoint Advisory Group's VMBS Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 12% in Q3 2026, selling an estimated $48K and leaving 7,896 shares worth $351K. The position accounts for 0.06% of the portfolio, ranked #306.

VisionPoint Advisory Group first reported a position in VMBS in Q2 2024 and has held it in 7 quarters since. The position peaked at $436K in Q1 2026. 183 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • VisionPoint Advisory Group held 7,896 shares of Vanguard Mortgage-Backed Securities ETF worth $351K as of Q3 2026.
  • VisionPoint Advisory Group sold 1,044 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $48K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.06% of VisionPoint Advisory Group's portfolio in Q3 2026, its #306 holding.
  • VisionPoint Advisory Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2024 and has held it in 7 quarters since.
  • VisionPoint Advisory Group's Vanguard Mortgage-Backed Securities ETF position peaked at $436K in Q1 2026.
  • 183 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.