AWM
VMBS icon

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

Accurate 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 		$4.47M Buy
96,360
+7,503
+8% +$351K 0.43% 46
2026
Q1 		$4.18M Buy
88,857
+3,526
+4% +$166K 0.5% 32
2025
Q4 		$4.04M Buy
85,331
+4,825
+6% +$227K 0.51% 37
2025
Q3 		$3.8M Buy
80,506
+19,670
+32% +$913K 0.51% 36
2025
Q2 		$2.8M Buy
60,836
+1,179
+2% +$54K 0.43% 55
2025
Q1 		$2.7M Buy
59,657
+4,116
+7% +$188K 0.51% 50
2024
Q4 		$2.49M Buy
55,541
+11,384
+26% +$523K 0.48% 58
2024
Q3 		$2.06M Buy
44,157
+10,735
+32% +$500K 0.41% 65
2024
Q2 		$1.53M Sell
33,422
-1,625
-5% -$73.1K 0.37% 70
2024
Q1 		$1.55M Buy
35,047
+3,193
+10% +$146K 0.45% 61
2023
Q4 		$1.47M Buy
31,854
+548
+2% +$24.2K 0.46% 62
2023
Q3 		$1.34M Buy
31,306
+15,598
+99% +$703K 0.42% 65
2023
Q2 		$721K Buy
+15,708
New +$727K 0.22% 93
2023
Q1 		– Sell
-2,173
Closed -$101K – 1422
2022
Q4 		$101K Buy
+2,173
New +$98.4K 0.04% 311

Other funds holding VMBS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return