Winthrop Capital Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Winthrop Capital Management’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	$97K	Hold	2,064	–	–	0.02%	153
2026 Q1	$97K	Hold	2,064	–	–	0.02%	152
2025 Q4	$97K	Hold	2,064	–	–	0.02%	159
2025 Q3	$97K	Hold	2,064	–	–	0.02%	146
2025 Q2	$96K	Hold	2,064	–	–	0.02%	155
2025 Q1	$96K	Hold	2,064	–	–	0.03%	139
2024 Q4	$94K	Hold	2,064	–	–	0.03%	150
2024 Q3	$97K	Hold	2,064	–	–	0.05%	74
2024 Q2	$94K	Hold	2,064	–	–	0.05%	69
2024 Q1	$94K	Hold	2,064	–	–	0.04%	75
2023 Q4	$95.7K	Buy	+2,064	New	+$91.2K	0.03%	145

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

Winthrop Capital Management's VMBS Position: Q2 2026 in Review

Winthrop Capital Management held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 2,064 shares worth $97K. The position accounts for 0.02% of the portfolio, ranked #153.

Winthrop Capital Management first reported a position in VMBS in Q4 2023 and has held it in 11 quarters since. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Winthrop Capital Management held 2,064 shares of Vanguard Mortgage-Backed Securities ETF worth $97K as of Q2 2026.
Winthrop Capital Management left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up 0.02% of Winthrop Capital Management's portfolio in Q2 2026, its #153 holding.
Winthrop Capital Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 11 quarters since.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.