Bulwark Capital’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Bulwark Capital’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	$2.96M	Sell	63,273 -1,885	-3%	-$88.2K	1.67%	18
2026 Q1	$3.06M	Sell	65,158 -148,507	-70%	-$7.01M	1.89%	16
2025 Q4	$10.1M	Buy	213,665 +3,276	+2%	+$154K	7.15%	3
2025 Q3	$9.88M	Buy	210,389 +13,824	+7%	+$642K	7.69%	3
2025 Q2	$9.11M	Buy	+196,565	New	+$9M	7.67%	3

Other funds holding VMBS

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return