World Investment Advisors Purchases 28,073 Shares of Vanguard Mortgage-Backed Securities ETF $VMBS

Posted by Geri Gentry on Jul 5th, 2026

World Investment Advisors lifted its position in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 27.8% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 129,110 shares of the exchange traded fund’s stock after buying an additional 28,073 shares during the period. World Investment Advisors’ holdings in Vanguard Mortgage-Backed Securities ETF were worth $6,062,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of VMBS. Bell Bank lifted its holdings in shares of Vanguard Mortgage-Backed Securities ETF by 8.5% during the 4th quarter. Bell Bank now owns 844,957 shares of the exchange traded fund’s stock valued at $39,781,000 after purchasing an additional 66,496 shares during the last quarter. Level Financial Advisors boosted its position in shares of Vanguard Mortgage-Backed Securities ETF by 8.9% in the 4th quarter. Level Financial Advisors now owns 237,034 shares of the exchange traded fund’s stock worth $11,160,000 after purchasing an additional 19,361 shares in the last quarter. Rialto Wealth Management LLC grew its stake in Vanguard Mortgage-Backed Securities ETF by 57.1% during the 4th quarter. Rialto Wealth Management LLC now owns 387,799 shares of the exchange traded fund’s stock worth $18,258,000 after buying an additional 140,873 shares during the last quarter. Tran Capital Management L.P. grew its stake in Vanguard Mortgage-Backed Securities ETF by 578.9% during the 4th quarter. Tran Capital Management L.P. now owns 57,746 shares of the exchange traded fund’s stock worth $2,719,000 after buying an additional 49,240 shares during the last quarter. Finally, Apella Capital LLC purchased a new position in Vanguard Mortgage-Backed Securities ETF during the 4th quarter worth $606,000.

Vanguard Mortgage-Backed Securities ETF Price Performance

Shares of NASDAQ:VMBS opened at $46.61 on Friday. The business’s 50-day moving average is $46.71 and its 200 day moving average is $47.01. Vanguard Mortgage-Backed Securities ETF has a 1 year low of $45.69 and a 1 year high of $47.90.

Vanguard Mortgage-Backed Securities ETF Dividend Announcement

The firm also recently declared a monthly dividend, which will be paid on Monday, July 6th. Stockholders of record on Wednesday, July 1st will be paid a dividend of $0.1645 per share. The ex-dividend date is Wednesday, July 1st. This represents a c) dividend on an annualized basis and a dividend yield of 4.2%.

About Vanguard Mortgage-Backed Securities ETF

(Free Report)

Vanguard Mortgage Backed Securities ETF (the Fund) seeks to track the performance of a market-weighted, mortgage-backed securities index. The Fund employs a passive management or indexing investment approach designed to track the performance of the Barclays Capital U.S. MBS Float Adjusted Index (the Index). The Index covers the United States agency mortgage-backed, pass-through securities issued by Government National Mortgage Association (GNMA), Federal National Mortgage Association (FNMA) and Federal Home Loan Mortgage Corporation (FHLMC).