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Clark Wealth Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Clark Wealth Partners’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 		$10.1K Hold
216
– – 0.01% 223
2026
Q1 		$10.1K Hold
216
– – 0.01% 244
2025
Q4 		$10.2K Hold
216
– – 0.01% 234
2025
Q3 		$10.2K Sell
216
-512
-70% -$23.8K 0.01% 234
2025
Q2 		$33.7K Sell
728
-804
-52% -$36.8K 0.02% 114
2025
Q1 		$70.9K Buy
+1,532
New +$70.1K 0.05% 72

Other funds holding VMBS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Clark Wealth Partners's VMBS Position: Q2 2026 in Review

Clark Wealth Partners held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 216 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #223.

Clark Wealth Partners first reported a position in VMBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $70.9K in Q1 2025. 678 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Clark Wealth Partners held 216 shares of Vanguard Mortgage-Backed Securities ETF worth $10.1K as of Q2 2026.
  • Clark Wealth Partners left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #223 holding.
  • Clark Wealth Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2025 and has held it in 6 quarters since.
  • Clark Wealth Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $70.9K in Q1 2025.
  • 678 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.