Darwin Wealth Management
VMBS icon

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
Q3 		$8.64K Buy
+194
New +$8.92K ﹤0.01% 670
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 New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Darwin Wealth Management's VMBS Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2026: 194 shares worth $8.64K. The stake represents ﹤0.01% of the portfolio and ranks #670 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in VMBS as recently as Q4 2025.

Darwin Wealth Management first reported a position in VMBS in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.63M in Q2 2020. 478 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Darwin Wealth Management held 194 shares of Vanguard Mortgage-Backed Securities ETF worth $8.64K as of Q3 2026.
  • Vanguard Mortgage-Backed Securities ETF was a new Darwin Wealth Management position in Q3 2026.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #670 holding.
  • Darwin Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2020 and has held it in 10 quarters since.
  • Darwin Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $1.63M in Q2 2020.
  • 478 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.