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

Darwin 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 Q2	–	Hold	0	–	–	–	726
2026 Q1	–	Sell	-131	Closed	-$6.18K	–	593
2025 Q4	$6.17K	Buy	131 +2	+2%	+$94	﹤0.01%	423
2025 Q3	$6.07K	Buy	129 +1	+0.8%	+$46	﹤0.01%	413
2025 Q2	$5.93K	Buy	128 +1	+0.8%	+$46	﹤0.01%	395
2025 Q1	$5.76K	Hold	127	–	–	﹤0.01%	427
2024 Q4	$5.76K	Hold	127	–	–	﹤0.01%	427
2024 Q3	$6K	Buy	+127	New	+$5.92K	﹤0.01%	437
2021 Q1	–	Sell	-5,200	Closed	-$281K	–	186
2020 Q4	$281K	Buy	5,200 +115	+2%	+$6.22K	0.05%	141
2020 Q3	$275K	Sell	5,085 -24,941	-83%	-$1.36M	0.06%	132
2020 Q2	$1.63M	Buy	+30,026	New	+$1.63M	0.42%	64

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

Darwin Wealth Management's VMBS Position: Q2 2026 in Review

Darwin Wealth Management held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 0 shares worth $28. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Darwin Wealth Management first reported a position in VMBS in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.63M in Q2 2020. 712 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Darwin Wealth Management held 0 shares of Vanguard Mortgage-Backed Securities ETF worth $28 as of Q2 2026.
Darwin Wealth Management left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #726 holding.
Darwin Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2020 and has held it in 9 quarters since.
Darwin Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $1.63M in Q2 2020.
712 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.