Elevation Wealth Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Elevation Wealth Partners’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	$7.68K	Hold	173	–	–	﹤0.01%	984
2026 Q2	$8.1K	Hold	173	–	–	﹤0.01%	886
2026 Q1	$8.12K	Hold	173	–	–	﹤0.01%	574
2025 Q4	$8.14K	Hold	173	–	–	﹤0.01%	521
2025 Q3	$8.13K	Hold	173	–	–	﹤0.01%	407
2025 Q2	$8.02K	Hold	173	–	–	﹤0.01%	379
2025 Q1	$8.01K	Hold	173	–	–	﹤0.01%	381
2024 Q4	$7.84K	Hold	173	–	–	﹤0.01%	385
2024 Q3	$8.17K	Hold	173	–	–	﹤0.01%	366
2024 Q2	$7.86K	Sell	173 -48	-22%	-$2.16K	﹤0.01%	356
2024 Q1	$10.1K	Hold	221	–	–	0.01%	352
2023 Q4	$9.68K	Hold	221	–	–	0.01%	333
2023 Q3	$9.68K	Hold	221	–	–	0.01%	247
2023 Q2	$10.2K	Buy	+221	New	+$10.2K	0.01%	252

Other funds holding VMBS

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Elevation Wealth Partners's VMBS Position: Q3 2026 in Review

Elevation Wealth Partners held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q3 2026 at 173 shares worth $7.68K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Elevation Wealth Partners first reported a position in VMBS in Q2 2023 and has held it in 14 quarters since. The position peaked at $10.2K in Q2 2023. 39 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

Elevation Wealth Partners held 173 shares of Vanguard Mortgage-Backed Securities ETF worth $7.68K as of Q3 2026.
Elevation Wealth Partners left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q3 2026.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #984 holding.
Elevation Wealth Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $10.2K in Q2 2023.
39 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.