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Avidian Wealth Enterprises’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$678K Buy
15,276
+704
+5% +$32.4K 0.02% 413
2026
Q2 		$682K Buy
14,572
+162
+1% +$7.58K 0.02% 408
2026
Q1 		$677K Buy
14,410
+670
+5% +$31.6K 0.02% 374
2025
Q4 		$647K Buy
13,740
+38
+0.3% +$1.79K 0.02% 314
2025
Q3 		$643K Buy
13,702
+1,587
+13% +$73.7K 0.02% 309
2025
Q2 		$561K Buy
12,115
+2,968
+32% +$136K 0.02% 308
2025
Q1 		$424K Sell
9,147
-77
-0.8% -$3.52K 0.02% 342
2024
Q4 		$418K Sell
9,224
-1,619
-15% -$74.4K 0.02% 331
2024
Q3 		$512K Buy
10,843
+189
+2% +$8.8K 0.02% 293
2024
Q2 		$484K Buy
10,654
+2,012
+23% +$90.5K 0.02% 303
2024
Q1 		$394K Sell
8,642
-40,677
-82% -$1.85M 0.02% 307
2023
Q4 		$2.29M Buy
+49,319
New +$2.18M 0.14% 99
2023
Q1 		– Sell
-44,755
Closed -$2.04M – 508
2022
Q4 		$2.04M Buy
+44,755
New +$2.03M 0.13% 121
2022
Q3 		– Sell
-22,971
Closed -$1.1M – 469
2022
Q2 		$1.1M Sell
22,971
-3,070
-12% -$148K 0.08% 154
2022
Q1 		$1.3M Sell
26,041
-6,967
-21% -$358K 0.08% 161
2021
Q4 		$1.74M Buy
+33,008
New +$1.75M 0.11% 130

Other funds holding VMBS

IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Avidian Wealth Enterprises's VMBS Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 4.8% in Q3 2026, buying an estimated $32.4K and bringing the position to 15,276 shares worth $678K. The position accounts for 0.02% of the portfolio, ranked #413.

Avidian Wealth Enterprises first reported a position in VMBS in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.29M in Q4 2023. 39 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Avidian Wealth Enterprises held 15,276 shares of Vanguard Mortgage-Backed Securities ETF worth $678K as of Q3 2026.
  • Avidian Wealth Enterprises bought 704 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $32.4K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #413 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2021 and has held it in 16 quarters since.
  • Avidian Wealth Enterprises's Vanguard Mortgage-Backed Securities ETF position peaked at $2.29M in Q4 2023.
  • 39 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.