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Websterrogers Financial Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Websterrogers Financial Advisors’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 		$15.4M Buy
328,187
+33,289
+11% +$1.56M 3.94% 9
2026
Q1 		$13.8M Buy
294,898
+6,180
+2% +$292K 3.96% 9
2025
Q4 		$13.6M Buy
288,718
+10,192
+4% +$480K 3.95% 8
2025
Q3 		$13.1M Buy
278,526
+18,566
+7% +$862K 3.92% 9
2025
Q2 		$12M Sell
259,960
-72
-0% -$3.29K 3.83% 9
2025
Q1 		$12M Buy
260,032
+61,764
+31% +$2.82M 4.11% 8
2024
Q4 		$8.99M Buy
198,268
+2,937
+2% +$135K 3.12% 12
2024
Q3 		$9.22M Sell
195,331
-11,596
-6% -$540K 3.23% 11
2024
Q2 		$9.39M Buy
206,927
+10,193
+5% +$458K 3.35% 11
2024
Q1 		$8.97M Buy
196,734
+11,973
+6% +$546K 3.19% 12
2023
Q4 		$8.57M Buy
184,761
+152,983
+481% +$6.76M 3.57% 11
2023
Q3 		$1.39M Buy
31,778
+2,258
+8% +$102K 0.61% 28
2023
Q2 		$1.36M Sell
29,520
-1,671
-5% -$77.3K 0.59% 28
2023
Q1 		$1.45M Sell
31,191
-11,531
-27% -$535K 0.67% 27
2022
Q4 		$1.94M Buy
42,722
+1,843
+5% +$83.5K 0.94% 25
2022
Q3 		$1.84M Buy
+40,879
New +$1.95M 0.97% 14
2022
Q1 		– Sell
-30,735
Closed -$1.62M – 84
2021
Q4 		$1.62M Hold
30,735
– – 0.37% 30
2021
Q3 		$1.64M Hold
30,735
– – 0.38% 28
2021
Q2 		$1.65M Hold
30,735
– – 0.39% 28
2021
Q1 		$1.64M Buy
30,735
+1
+0% +$54 0.44% 24
2020
Q4 		$1.66M Buy
+30,734
New +$1.66M 0.48% 22

Other funds holding VMBS

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Websterrogers Financial Advisors's VMBS Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 11% in Q2 2026, buying an estimated $1.56M and bringing the position to 328,187 shares worth $15.4M. The position accounts for 3.94% of the portfolio, ranked #9.

Websterrogers Financial Advisors first reported a position in VMBS in Q4 2020 and has held it in 21 quarters since. 118 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Websterrogers Financial Advisors held 328,187 shares of Vanguard Mortgage-Backed Securities ETF worth $15.4M as of Q2 2026.
  • Websterrogers Financial Advisors bought 33,289 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.56M.
  • Vanguard Mortgage-Backed Securities ETF made up 3.94% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Websterrogers Financial Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2020 and has held it in 21 quarters since.
  • 118 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.