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 Q2	$1.57M	Sell	33,553 -28	-0.1%	-$1.31K	0.57%	48
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 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

Westfuller Advisors's VMBS Position: Q2 2026 in Review

Westfuller Advisors reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.08% in Q2 2026, selling an estimated $1.31K and leaving 33,553 shares worth $1.57M. The position accounts for 0.57% of the portfolio, ranked #48.

Westfuller Advisors first reported a position in VMBS in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.16M in Q2 2025. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Westfuller Advisors held 33,553 shares of Vanguard Mortgage-Backed Securities ETF worth $1.57M as of Q2 2026.
Westfuller Advisors sold 28 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.31K.
Vanguard Mortgage-Backed Securities ETF made up 0.57% of Westfuller Advisors's portfolio in Q2 2026, its #48 holding.
Westfuller Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2024 and has held it in 9 quarters since.
Westfuller Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $2.16M in Q2 2025.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.