CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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	$586K	Buy	+12,517	New	+$586K	0.01%	227
2016 Q3	–	Sell	-10,569	Closed	-$569K	–	132
2016 Q2	$569K	Sell	10,569 -1,437	-12%	-$76.9K	0.08%	96
2016 Q1	$642K	Buy	12,006 +701	+6%	+$37.3K	0.1%	83
2015 Q4	$596K	Buy	+11,305	New	+$601K	0.1%	96

Other funds holding VMBS

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

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

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

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