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

Westfuller 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
Q1 		$1.58M Sell
33,581
-3,945
-11% -$186K 0.68% 41
2025
Q4 		$1.77M Sell
37,526
-3,801
-9% -$179K 0.71% 37
2025
Q3 		$1.94M Sell
41,327
-5,289
-11% -$246K 0.88% 31
2025
Q2 		$2.16M Buy
46,616
+652
+1% +$29.8K 1.23% 20
2025
Q1 		$2.13M Buy
45,964
+7,233
+19% +$331K 1.42% 18
2024
Q4 		$1.76M Buy
38,731
+20,392
+111% +$938K 1.12% 26
2024
Q3 		$866K Buy
+18,339
New +$854K 0.62% 41
2024
Q1 		$403K Buy
+8,826
New +$402K 0.48% 46

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Westfuller Advisors's VMBS Position: Q1 2026 in Review

Westfuller Advisors reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 11% in Q1 2026, selling an estimated $186K and leaving 33,581 shares worth $1.58M. The position accounts for 0.68% of the portfolio, ranked #41.

Westfuller Advisors first reported a position in VMBS in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.16M in Q2 2025. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Westfuller Advisors held 33,581 shares of Vanguard Mortgage-Backed Securities ETF worth $1.58M as of Q1 2026.
  • Westfuller Advisors sold 3,945 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $186K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.68% of Westfuller Advisors's portfolio in Q1 2026, its #41 holding.
  • Westfuller Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2024 and has held it in 8 quarters since.
  • Westfuller Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $2.16M in Q2 2025.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.