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Cornerstone Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Cornerstone Wealth Management’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
Q1 		– Sell
-4,394
Closed -$207K – 735
2025
Q4 		$207K Sell
4,394
-329
-7% -$15.5K 0.01% 652
2025
Q3 		$222K Sell
4,723
-3,145
-40% -$146K 0.01% 617
2025
Q2 		$365K Buy
7,868
+539
+7% +$24.7K 0.02% 464
2025
Q1 		$339K Buy
7,329
+106
+1% +$4.85K 0.02% 444
2024
Q4 		$327K Buy
7,223
+60
+0.8% +$2.76K 0.02% 441
2024
Q3 		$338K Sell
7,163
-800
-10% -$37.3K 0.02% 430
2024
Q2 		$362K Sell
7,963
-398
-5% -$17.9K 0.03% 397
2024
Q1 		$381K Sell
8,361
-3,358
-29% -$153K 0.03% 387
2023
Q4 		$543K Buy
11,719
+620
+6% +$27.4K 0.05% 305
2023
Q3 		$486K Sell
11,099
-542
-5% -$24.4K 0.05% 313
2023
Q2 		$535K Sell
11,641
-344
-3% -$15.9K 0.05% 293
2023
Q1 		$558K Buy
+11,985
New +$556K 0.05% 270
2022
Q3 		$592K Sell
13,125
-32
-0.2% -$1.52K 0.07% 226
2022
Q2 		$629K Buy
+13,157
New +$634K 0.07% 224

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

Cornerstone Wealth Management's VMBS Position: Q1 2026 in Review

Cornerstone Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2026, closing a stake of 4,394 shares — an estimated $207K sold.

Cornerstone Wealth Management first reported a position in VMBS in Q2 2022 and held it in 14 quarters. The position peaked at $629K in Q2 2022. 711 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Cornerstone Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Wealth Management sold 4,394 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $207K.
  • Cornerstone Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2022 and held it in 14 quarters.
  • Cornerstone Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $629K in Q2 2022.
  • 711 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.