Buck Wealth Strategies’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Buck Wealth Strategies’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	$269K	Sell	5,743 -1,247	-18%	-$58.4K	0.03%	174
2026 Q1	$328K	Sell	6,990 -465	-6%	-$22K	0.04%	128
2025 Q4	$351K	Sell	7,455 -1,105	-13%	-$52.1K	0.04%	122
2025 Q3	$402K	Buy	8,560 +14	+0.2%	+$650	0.06%	128
2025 Q2	$396K	Buy	8,546 +3,468	+68%	+$159K	0.06%	109
2025 Q1	$235K	Buy	+5,078	New	+$232K	0.04%	114
2023 Q4	–	Sell	-190	Closed	-$8.32K	–	329
2023 Q3	$8.32K	Sell	190 -16	-8%	-$721	﹤0.01%	208
2023 Q2	$9.66K	Sell	206 -15	-7%	-$694	﹤0.01%	151
2023 Q1	$10.5K	Buy	+221	New	+$10.3K	0.01%	107

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 22.96% 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

Buck Wealth Strategies's VMBS Position: Q2 2026 in Review

Buck Wealth Strategies reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 18% in Q2 2026, selling an estimated $58.4K and leaving 5,743 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #174.

Buck Wealth Strategies first reported a position in VMBS in Q1 2023 and has held it in 9 quarters since. The position peaked at $402K in Q3 2025. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Buck Wealth Strategies held 5,743 shares of Vanguard Mortgage-Backed Securities ETF worth $269K as of Q2 2026.
Buck Wealth Strategies sold 1,247 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $58.4K.
Vanguard Mortgage-Backed Securities ETF made up 0.03% of Buck Wealth Strategies's portfolio in Q2 2026, its #174 holding.
Buck Wealth Strategies first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2023 and has held it in 9 quarters since.
Buck Wealth Strategies's Vanguard Mortgage-Backed Securities ETF position peaked at $402K in Q3 2025.
706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.