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West Michigan Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

West Michigan 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 		$320K Buy
6,841
+1,243
+22% +$58.2K 0.06% 227
2026
Q1 		$263K Sell
5,598
-1,665
-23% -$78.6K 0.06% 253
2025
Q4 		$342K Sell
7,263
-640
-8% -$30.1K 0.08% 196
2025
Q3 		$371K Buy
7,903
+60
+0.8% +$2.79K 0.09% 184
2025
Q2 		$363K Sell
7,843
-238
-3% -$10.9K 0.1% 146
2025
Q1 		$374K Sell
8,081
-218
-3% -$9.97K 0.12% 128
2024
Q4 		$376K Buy
8,299
+396
+5% +$18.2K 0.11% 129
2024
Q3 		$373K Buy
+7,903
New +$368K 0.11% 128
2024
Q1 		– Sell
-4,419
Closed -$205K – 184
2023
Q4 		$205K Sell
4,419
-1,588
-26% -$70.2K 0.08% 149
2023
Q3 		$263K Sell
6,007
-6,040
-50% -$272K 0.14% 114
2023
Q2 		$554K Sell
12,047
-1,629
-12% -$75.4K 0.22% 103
2023
Q1 		$637K Buy
13,676
+7,009
+105% +$325K 0.36% 61
2022
Q4 		$303K Sell
6,667
-696
-9% -$31.5K 0.22% 78
2022
Q3 		$332K Sell
7,363
-1,380
-16% -$65.7K 0.29% 69
2022
Q2 		$418K Buy
8,743
+262
+3% +$12.6K 0.36% 60
2022
Q1 		$425K Buy
+8,481
New +$435K 0.29% 67

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

West Michigan Advisors's VMBS Position: Q2 2026 in Review

West Michigan Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 22% in Q2 2026, buying an estimated $58.2K and bringing the position to 6,841 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #227.

West Michigan Advisors first reported a position in VMBS in Q1 2022 and has held it in 16 quarters since. The position peaked at $637K in Q1 2023. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • West Michigan Advisors held 6,841 shares of Vanguard Mortgage-Backed Securities ETF worth $320K as of Q2 2026.
  • West Michigan Advisors bought 1,243 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $58.2K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.06% of West Michigan Advisors's portfolio in Q2 2026, its #227 holding.
  • West Michigan Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2022 and has held it in 16 quarters since.
  • West Michigan Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $637K in Q1 2023.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.