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 Q2	$1.81M	Sell	38,651 -19,563	-34%	-$915K	0.02%	516
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 $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apollon Wealth Management's VMBS Position: Q2 2026 in Review

Apollon Wealth Management reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 34% in Q2 2026, selling an estimated $915K and leaving 38,651 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #516.

Apollon Wealth Management first reported a position in VMBS in Q2 2020 and has held it in 6 quarters since. The position peaked at $2.73M in Q1 2026. 714 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Apollon Wealth Management held 38,651 shares of Vanguard Mortgage-Backed Securities ETF worth $1.81M as of Q2 2026.
Apollon Wealth Management sold 19,563 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $915K.
Vanguard Mortgage-Backed Securities ETF made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #516 holding.
Apollon Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2020 and has held it in 6 quarters since.
Apollon Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $2.73M in Q1 2026.
714 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.