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21 West Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

21 West Wealth Management’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 		$250K Buy
5,347
+118
+2% +$5.52K 0.21% 62
2026
Q1 		$246K Buy
+5,229
New +$247K 0.23% 57

Other funds holding VMBS

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

21 West Wealth Management's VMBS Position: Q2 2026 in Review

21 West Wealth Management increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 2.3% in Q2 2026, buying an estimated $5.52K and bringing the position to 5,347 shares worth $250K. The position accounts for 0.21% of the portfolio, ranked #62.

21 West Wealth Management first reported a position in VMBS in Q1 2026 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • 21 West Wealth Management held 5,347 shares of Vanguard Mortgage-Backed Securities ETF worth $250K as of Q2 2026.
  • 21 West Wealth Management bought 118 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $5.52K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.21% of 21 West Wealth Management's portfolio in Q2 2026, its #62 holding.
  • 21 West Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.