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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Darwin Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2026, closing a stake of 131 shares — an estimated $6.18K sold.

Darwin Wealth Management first reported a position in VMBS in Q2 2020 and held it in 9 quarters. The position peaked at $1.63M in Q2 2020. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Darwin Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Darwin Wealth Management sold 131 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $6.18K.
  • Darwin Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2020 and held it in 9 quarters.
  • Darwin Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $1.63M in Q2 2020.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.