World Equity Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

World Equity 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	$338K	Sell	7,210 -533	-7%	-$24.9K	0.08%	293
2026 Q1	$345K	Buy	7,743 +335	+5%	+$15.8K	0.09%	265
2025 Q4	$349K	Buy	7,408 +63	+0.9%	+$2.97K	0.1%	230
2025 Q3	$345K	Sell	7,345 -268	-4%	-$12.4K	0.08%	242
2025 Q2	$353K	Sell	7,613 -1,044	-12%	-$47.8K	0.1%	218
2025 Q1	$401K	Sell	8,657 -6,757	-44%	-$309K	0.11%	183
2024 Q4	$699K	Buy	+15,414	New	+$709K	0.15%	145
2023 Q2	–	Sell	-40,531	Closed	-$2.74M	–	557
2023 Q1	$2.74M	Sell	40,531 -24,596	-38%	-$1.14M	0.41%	59
2022 Q4	$2.96M	Sell	65,127 -433	-0.7%	-$19.6K	0.7%	36
2022 Q3	$2.96M	Buy	65,560 +2,162	+3%	+$103K	0.75%	35
2022 Q2	$3.03M	Sell	63,398 -1,506	-2%	-$72.5K	0.76%	27
2022 Q1	$3.25M	Buy	+64,904	New	+$3.33M	0.7%	27

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

World Equity Group's VMBS Position: Q2 2026 in Review

World Equity Group reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 6.9% in Q2 2026, selling an estimated $24.9K and leaving 7,210 shares worth $338K. The position accounts for 0.08% of the portfolio, ranked #293.

World Equity Group first reported a position in VMBS in Q1 2022 and has held it in 12 quarters since. The position peaked at $3.25M in Q1 2022. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

World Equity Group held 7,210 shares of Vanguard Mortgage-Backed Securities ETF worth $338K as of Q2 2026.
World Equity Group sold 533 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $24.9K.
Vanguard Mortgage-Backed Securities ETF made up 0.08% of World Equity Group's portfolio in Q2 2026, its #293 holding.
World Equity Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2022 and has held it in 12 quarters since.
World Equity Group's Vanguard Mortgage-Backed Securities ETF position peaked at $3.25M in Q1 2022.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.