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Wiser Advisor Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Wiser Advisor Group’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 		$5.03K Buy
107
+1
+0.9% +$47 0.01% 200
2026
Q1 		$4.99K Hold
106
– – 0.01% 191
2025
Q4 		$4.97K Buy
106
+2
+2% +$94 0.01% 191
2025
Q3 		$4.89K Buy
+104
New +$4.83K 0.01% 204
2025
Q2 		– Sell
-102
Closed -$4.72K – 247
2025
Q1 		$4.72K Buy
102
+1
+1% +$46 0.01% 214
2024
Q4 		$4.59K Buy
101
+1
+1% +$46 0.01% 211
2024
Q3 		$4.71K Buy
100
+1
+1% +$47 0.01% 214
2024
Q2 		$4.49K Buy
99
+2
+2% +$90 0.01% 225
2024
Q1 		$4.46K Hold
97
– – 0.01% 226
2023
Q4 		$4.51K Buy
+97
New +$4.29K 0.01% 224

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

Wiser Advisor Group's VMBS Position: Q2 2026 in Review

Wiser Advisor Group increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.94% in Q2 2026, buying an estimated $47 and bringing the position to 107 shares worth $5.03K. The position accounts for 0.01% of the portfolio, ranked #200.

Wiser Advisor Group first reported a position in VMBS in Q4 2023 and has held it in 10 quarters since. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Wiser Advisor Group held 107 shares of Vanguard Mortgage-Backed Securities ETF worth $5.03K as of Q2 2026.
  • Wiser Advisor Group bought 1 Vanguard Mortgage-Backed Securities ETF share in Q2 2026, an estimated $47.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #200 holding.
  • Wiser Advisor Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 10 quarters since.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.