Zurich Insurance Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Zurich Insurance 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	$21.9M	Hold	467,648	–	–	0.15%	150
2026 Q1	$22M	Hold	467,648	–	–	0.17%	147
2025 Q4	$22M	Hold	467,648	–	–	0.15%	146
2025 Q3	$22M	Hold	467,648	–	–	0.16%	117
2025 Q2	$21.7M	Hold	467,648	–	–	0.17%	115
2025 Q1	$21.7M	Hold	467,648	–	–	0.18%	125
2024 Q4	$21.2M	Hold	467,648	–	–	0.17%	118
2024 Q3	$22.1M	Hold	467,648	–	–	0.19%	115
2024 Q2	$21.2M	Hold	467,648	–	–	0.18%	108
2024 Q1	$21.3M	Hold	467,648	–	–	0.2%	107
2023 Q4	$21.7M	Hold	467,648	–	–	0.22%	115
2023 Q3	$20.5M	Hold	467,648	–	–	0.22%	103
2023 Q2	$21.5M	Hold	467,648	–	–	0.22%	96
2023 Q1	$21.8M	Hold	467,648	–	–	0.27%	97
2022 Q4	$21.3M	Hold	467,648	–	–	0.3%	86
2022 Q3	$21.1M	Hold	467,648	–	–	0.33%	86
2022 Q2	$22.4M	Hold	467,648	–	–	0.33%	92
2022 Q1	$23.4M	Hold	467,648	–	–	0.29%	80
2021 Q4	$24.7M	Buy	467,648 +172,135	+58%	+$9.12M	0.28%	69
2021 Q3	$15.7M	Buy	295,513 +56,106	+23%	+$3M	0.19%	76
2021 Q2	$12.8M	Buy	+239,407	New	+$12.8M	0.16%	79

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

Zurich Insurance Group's VMBS Position: Q2 2026 in Review

Zurich Insurance Group held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 467,648 shares worth $21.9M. The position accounts for 0.15% of the portfolio, ranked #150.

Zurich Insurance Group first reported a position in VMBS in Q2 2021 and has held it in 21 quarters since. The position peaked at $24.7M in Q4 2021. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Zurich Insurance Group held 467,648 shares of Vanguard Mortgage-Backed Securities ETF worth $21.9M as of Q2 2026.
Zurich Insurance Group left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up 0.15% of Zurich Insurance Group's portfolio in Q2 2026, its #150 holding.
Zurich Insurance Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2021 and has held it in 21 quarters since.
Zurich Insurance Group's Vanguard Mortgage-Backed Securities ETF position peaked at $24.7M in Q4 2021.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Zurich Insurance Group's 13F filing for Q2 2026, filed 14 Aug 2026.