EverSource Wealth Advisors LLC Buys 184,230 Shares of Vanguard Mortgage-Backed Securities ETF $VMBS

Posted by Stanley Muller on Jul 29th, 2026

EverSource Wealth Advisors LLC lifted its stake in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 92.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 384,290 shares of the exchange traded fund’s stock after purchasing an additional 184,230 shares during the quarter. EverSource Wealth Advisors LLC owned 0.12% of Vanguard Mortgage-Backed Securities ETF worth $18,042,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently modified their holdings of the stock. Vision Retirement LLC grew its position in Vanguard Mortgage-Backed Securities ETF by 1,915.4% during the 1st quarter. Vision Retirement LLC now owns 524 shares of the exchange traded fund’s stock valued at $25,000 after purchasing an additional 498 shares during the last quarter. Glen Eagle Advisors LLC raised its holdings in Vanguard Mortgage-Backed Securities ETF by 1,609.7% in the fourth quarter. Glen Eagle Advisors LLC now owns 530 shares of the exchange traded fund’s stock worth $25,000 after buying an additional 499 shares during the last quarter. Imprint Wealth LLC purchased a new position in Vanguard Mortgage-Backed Securities ETF in the third quarter worth about $25,000. DecisionPoint Financial LLC bought a new position in shares of Vanguard Mortgage-Backed Securities ETF in the fourth quarter worth approximately $25,000. Finally, Ascentis Independent Advisors bought a new position in shares of Vanguard Mortgage-Backed Securities ETF in the first quarter worth approximately $27,000.

Vanguard Mortgage-Backed Securities ETF Trading Up 0.2%

NASDAQ:VMBS opened at $46.37 on Wednesday. The company’s 50 day moving average price is $46.58 and its 200-day moving average price is $46.92. Vanguard Mortgage-Backed Securities ETF has a 52 week low of $45.98 and a 52 week high of $47.90.

Vanguard Mortgage-Backed Securities ETF Dividend Announcement

The firm also recently disclosed a monthly dividend, which was paid on Monday, July 6th. Investors of record on Wednesday, July 1st were given a $0.1645 dividend. The ex-dividend date of this dividend was Wednesday, July 1st. This represents a c) annualized dividend and a yield of 4.3%.

Vanguard Mortgage-Backed Securities ETF Company Profile

(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).