Wealthspire Advisors (New York)’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Wealthspire Advisors (New York)’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	$224K	Sell	4,792 -405	-8%	-$19K	﹤0.01%	1122
2026 Q1	$244K	Sell	5,197 -1,014	-16%	-$47.9K	﹤0.01%	795
2025 Q4	$292K	Sell	6,211 -2,472	-28%	-$116K	﹤0.01%	807
2025 Q3	$408K	Sell	8,683 -292	-3%	-$13.6K	﹤0.01%	588
2025 Q2	$416K	Sell	8,975 -711	-7%	-$32.5K	﹤0.01%	587
2025 Q1	$449K	Sell	9,686 -1,566	-14%	-$71.6K	﹤0.01%	545
2024 Q4	$510K	Buy	11,252 +5,800	+106%	+$267K	0.01%	509
2024 Q3	$257K	Buy	+5,452	New	+$254K	﹤0.01%	655

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 22.9% 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

Wealthspire Advisors (New York)'s VMBS Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 7.8% in Q2 2026, selling an estimated $19K and leaving 4,792 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Wealthspire Advisors (New York) first reported a position in VMBS in Q3 2024 and has held it in 8 quarters since. The position peaked at $510K in Q4 2024. 714 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Wealthspire Advisors (New York) held 4,792 shares of Vanguard Mortgage-Backed Securities ETF worth $224K as of Q2 2026.
Wealthspire Advisors (New York) sold 405 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $19K.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1122 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2024 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s Vanguard Mortgage-Backed Securities ETF position peaked at $510K in Q4 2024.
714 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.