World Equity Group
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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
Q3 		– Sell
-7,210
Closed -$338K – 379
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

World Equity Group's VMBS Position: Q3 2026 in Review

World Equity Group sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2026, closing a stake of 7,210 shares — an estimated $338K sold.

World Equity Group first reported a position in VMBS in Q1 2022 and held it in 12 quarters. The position peaked at $3.25M in Q1 2022. 183 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • World Equity Group reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 7,210 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $338K.
  • World Equity Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2022 and held it in 12 quarters.
  • World Equity Group's Vanguard Mortgage-Backed Securities ETF position peaked at $3.25M in Q1 2022.
  • 183 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.