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World Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

World Investment 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 		$6.35M Buy
135,377
+6,267
+5% +$293K 0.11% 218
2026
Q1 		$6.06M Buy
129,110
+28,073
+28% +$1.33M 0.1% 226
2025
Q4 		$4.76M Buy
101,037
+59,004
+140% +$2.78M 0.08% 274
2025
Q3 		$1.97M Buy
42,033
+103
+0.2% +$4.78K 0.04% 395
2025
Q2 		$1.94M Sell
41,930
-1,974
-4% -$90.3K 0.04% 380
2025
Q1 		$2.03M Buy
43,904
+15,348
+54% +$702K 0.05% 350
2024
Q4 		$1.29M Buy
28,556
+16,760
+142% +$771K 0.04% 416
2024
Q3 		$557K Buy
11,796
+4,467
+61% +$208K 0.02% 569
2024
Q2 		$333K Sell
7,329
-1,151
-14% -$51.8K 0.02% 477
2024
Q1 		$387K Buy
8,480
+1,482
+21% +$67.6K 0.06% 264
2023
Q4 		$324K Sell
6,998
-6,851
-49% -$303K 0.04% 291
2023
Q3 		$606K Sell
13,849
-7,412
-35% -$334K 0.12% 125
2023
Q2 		$978K Buy
+21,261
New +$984K 0.19% 89
2022
Q4 		– Sell
-5,303
Closed -$239K – 271
2022
Q3 		$239K Buy
5,303
+337
+7% +$16K 0.06% 202
2022
Q2 		$243K Sell
4,966
-1,350
-21% -$65K 0.05% 225
2022
Q1 		$316K Buy
6,316
+15
+0.2% +$770 0.07% 197
2021
Q4 		$322K Buy
6,301
+661
+12% +$35K 0.07% 194
2021
Q3 		$301K Sell
5,640
-2,013
-26% -$108K 0.07% 184
2021
Q2 		$408K Buy
7,653
+1,836
+32% +$98.2K 0.09% 147
2021
Q1 		$311K Sell
5,817
-1,805
-24% -$97.1K 0.07% 168
2020
Q4 		$412K Buy
7,622
+389
+5% +$21K 0.1% 139
2020
Q3 		$393K Buy
7,233
+486
+7% +$26.4K 0.13% 100
2020
Q2 		$367K Buy
6,747
+533
+9% +$29K 0.13% 104
2020
Q1 		$339K Buy
6,214
+920
+17% +$49.2K 0.16% 84
2019
Q4 		$281K Buy
+5,294
New +$282K 0.11% 115

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 22.9% 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

World Investment Advisors's VMBS Position: Q2 2026 in Review

World Investment Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 4.9% in Q2 2026, buying an estimated $293K and bringing the position to 135,377 shares worth $6.35M. The position accounts for 0.11% of the portfolio, ranked #218.

World Investment Advisors first reported a position in VMBS in Q4 2019 and has held it in 25 quarters since. 714 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • World Investment Advisors held 135,377 shares of Vanguard Mortgage-Backed Securities ETF worth $6.35M as of Q2 2026.
  • World Investment Advisors bought 6,267 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $293K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.11% of World Investment Advisors's portfolio in Q2 2026, its #218 holding.
  • World Investment Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2019 and has held it in 25 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.