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Acorn Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Acorn Wealth Advisors’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
Q1 		$342K Sell
7,294
-26
-0.4% -$1.23K 0.1% 178
2025
Q4 		$345K Buy
7,320
+118
+2% +$5.56K 0.1% 182
2025
Q3 		$338K Sell
7,202
-1,110
-13% -$51.5K 0.11% 189
2025
Q2 		$385K Buy
+8,312
New +$380K 0.14% 142
2022
Q3 		– Sell
-4,492
Closed -$215K – 165
2022
Q2 		$215K Sell
4,492
-945
-17% -$45.5K 0.17% 149
2022
Q1 		$272K Sell
5,437
-1,478
-21% -$75.9K 0.19% 137
2021
Q4 		$365K Buy
6,915
+23
+0.3% +$1.22K 0.23% 105
2021
Q3 		$367K Buy
6,892
+194
+3% +$10.4K 0.26% 98
2021
Q2 		$357K Buy
6,698
+1,108
+20% +$59.2K 0.25% 100
2021
Q1 		$298K Buy
+5,590
New +$301K 0.21% 111

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return