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VSM Wealth Advisory’s AGNC Investment AGNC Stock Holding History

VSM Wealth Advisory’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$125K Buy
11,452
+5,264
+85% +$55.5K 0.03% 143
2026
Q1 		$62.1K Buy
6,188
+464
+8% +$5.13K 0.02% 195
2025
Q4 		$61.4K Buy
5,724
+348
+6% +$3.58K 0.02% 183
2025
Q3 		$52.6K Buy
5,376
+210
+4% +$2.04K 0.02% 192
2025
Q2 		$47.5K Buy
5,166
+1,549
+43% +$13.9K 0.02% 217
2025
Q1 		$34.7K Buy
+3,617
New +$36.1K 0.01% 229

Other funds holding AGNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

VSM Wealth Advisory's AGNC Position: Q2 2026 in Review

VSM Wealth Advisory increased its AGNC Investment (AGNC) stake by 85% in Q2 2026, buying an estimated $55.5K and bringing the position to 11,452 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #143.

VSM Wealth Advisory first reported a position in AGNC in Q1 2025 and has held it in 6 quarters since. 701 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • VSM Wealth Advisory held 11,452 shares of AGNC Investment worth $125K as of Q2 2026.
  • VSM Wealth Advisory bought 5,264 AGNC Investment shares in Q2 2026, an estimated $55.5K.
  • AGNC Investment made up 0.03% of VSM Wealth Advisory's portfolio in Q2 2026, its #143 holding.
  • VSM Wealth Advisory first reported a position in AGNC Investment in Q1 2025 and has held it in 6 quarters since.
  • 701 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.