Drucker Wealth 3.0’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Drucker Wealth 3.0’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
2025 Q4	–	Sell	-6,134	Closed	-$288K	–	283
2025 Q3	$288K	Sell	6,134 -1,335	-18%	-$62K	0.05%	209
2025 Q2	$344K	Sell	7,469 -4,353	-37%	-$199K	0.07%	177
2025 Q1	$547K	Sell	11,822 -8,745	-43%	-$400K	0.12%	106
2024 Q4	$932K	Sell	20,567 -6,702	-25%	-$308K	0.22%	84
2024 Q3	$1.29M	Sell	27,269 -3,686	-12%	-$172K	0.31%	69
2024 Q2	$1.41M	Buy	+30,955	New	+$1.39M	0.37%	69

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Drucker Wealth 3.0's VMBS Position: Q4 2025 in Review

Drucker Wealth 3.0 sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2025, closing a stake of 6,134 shares — an estimated $288K sold.

Drucker Wealth 3.0 first reported a position in VMBS in Q2 2024 and held it in 6 quarters. The position peaked at $1.41M in Q2 2024. 692 funds tracked by Wall St. Rank hold VMBS as of Q4 2025.

Drucker Wealth 3.0 reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
Drucker Wealth 3.0 sold 6,134 Vanguard Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $288K.
Drucker Wealth 3.0 first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2024 and held it in 6 quarters.
Drucker Wealth 3.0's Vanguard Mortgage-Backed Securities ETF position peaked at $1.41M in Q2 2024.
692 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2025.

Based on Drucker Wealth 3.0's 13F filing for Q4 2025, filed 3 Feb 2026.