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

Wells 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	$54K	Sell	1,153 -60	-5%	-$2.81K	0.5%	30
2026 Q1	$57K	Hold	1,213	–	–	0.26%	39
2025 Q4	$57.1K	Sell	1,213 -1,467	-55%	-$69.1K	0.11%	52
2025 Q3	$126K	Hold	2,680	–	–	0.17%	49
2025 Q2	$124K	Sell	2,680 -450	-14%	-$20.6K	0.17%	47
2025 Q1	$145K	Hold	3,130	–	–	0.2%	40
2024 Q4	$142K	Buy	3,130 +178	+6%	+$8.19K	0.19%	47
2024 Q3	$139K	Sell	2,952 -19,180	-87%	-$894K	0.19%	47
2024 Q2	$1M	Buy	22,132 +20,132	+1,007%	+$905K	0.66%	29
2024 Q1	$91.2K	Buy	+2,000	New	+$91.2K	0.06%	50

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

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

Wells Financial Advisors reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 4.9% in Q2 2026, selling an estimated $2.81K and leaving 1,153 shares worth $54K. The position accounts for 0.5% of the portfolio, ranked #30.

Wells Financial Advisors first reported a position in VMBS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1M in Q2 2024. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Wells Financial Advisors held 1,153 shares of Vanguard Mortgage-Backed Securities ETF worth $54K as of Q2 2026.
Wells Financial Advisors sold 60 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $2.81K.
Vanguard Mortgage-Backed Securities ETF made up 0.5% of Wells Financial Advisors's portfolio in Q2 2026, its #30 holding.
Wells Financial Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2024 and has held it in 10 quarters since.
Wells Financial Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $1M in Q2 2024.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.