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

Apollon 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 Q1	$2.73M	Buy	58,214 +31,470	+118%	+$1.49M	0.04%	317
2025 Q4	$1.26M	Sell	26,744 -4,743	-15%	-$223K	0.02%	495
2025 Q3	$1.48M	Buy	31,487 +26,210	+497%	+$1.22M	0.03%	460
2025 Q2	$245K	Buy	+5,277	New	+$241K	﹤0.01%	1093
2020 Q3	–	Sell	-241	Closed	-$13K	–	664
2020 Q2	$13K	Buy	+241	New	+$13.1K	0.01%	460

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apollon Wealth Management's VMBS Position: Q1 2026 in Review

Apollon Wealth Management increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 118% in Q1 2026, buying an estimated $1.49M and bringing the position to 58,214 shares worth $2.73M. The position accounts for 0.04% of the portfolio, ranked #317.

Apollon Wealth Management first reported a position in VMBS in Q2 2020 and has held it in 5 quarters since. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

Apollon Wealth Management held 58,214 shares of Vanguard Mortgage-Backed Securities ETF worth $2.73M as of Q1 2026.
Apollon Wealth Management bought 31,470 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $1.49M.
Vanguard Mortgage-Backed Securities ETF made up 0.04% of Apollon Wealth Management's portfolio in Q1 2026, its #317 holding.
Apollon Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2020 and has held it in 5 quarters since.
705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.