Dynamic Wealth Strategies’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Dynamic Wealth Strategies’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	$10.7M	Buy	241,962 +11,859	+5%	+$545K	5.72%	5
2026 Q2	$10.8M	Buy	230,103 +20,668	+10%	+$967K	5.74%	4
2026 Q1	$9.8M	Buy	209,435 +16,844	+9%	+$795K	5.69%	5
2025 Q4	$9.07M	Buy	192,591 +17,060	+10%	+$804K	5.4%	5
2025 Q3	$8.24M	Buy	175,531 +76,821	+78%	+$3.57M	5.51%	6
2025 Q2	$4.57M	Buy	98,710 +17,137	+21%	+$784K	3.29%	8
2025 Q1	$3.78M	Buy	81,573 +8,689	+12%	+$397K	3.14%	10
2024 Q4	$3.3M	Buy	72,884 +19,891	+38%	+$915K	2.94%	11
2024 Q3	$2.5M	Sell	52,993 -91	-0.2%	-$4.24K	2.04%	14
2024 Q2	$2.41M	Sell	53,084 -1,291	-2%	-$58.1K	2.07%	14
2024 Q1	$2.48M	Buy	+54,375	New	+$2.48M	2.12%	13

Other funds holding VMBS

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Dynamic Wealth Strategies's VMBS Position: Q3 2026 in Review

Dynamic Wealth Strategies increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 5.2% in Q3 2026, buying an estimated $545K and bringing the position to 241,962 shares worth $10.7M. The position accounts for 5.72% of the portfolio, ranked #5.

Dynamic Wealth Strategies first reported a position in VMBS in Q1 2024 and has held it in 11 quarters since. The position peaked at $10.8M in Q2 2026. 192 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

Dynamic Wealth Strategies held 241,962 shares of Vanguard Mortgage-Backed Securities ETF worth $10.7M as of Q3 2026.
Dynamic Wealth Strategies bought 11,859 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $545K.
Vanguard Mortgage-Backed Securities ETF made up 5.72% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #5 holding.
Dynamic Wealth Strategies first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2024 and has held it in 11 quarters since.
Dynamic Wealth Strategies's Vanguard Mortgage-Backed Securities ETF position peaked at $10.8M in Q2 2026.
192 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.