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EPG Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

EPG 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 		$7.65K Hold
163
– – ﹤0.01% 291
2025
Q4 		$7.67K Sell
163
-18
-10% -$848 ﹤0.01% 285
2025
Q3 		$8.5K Hold
181
– – ﹤0.01% 282
2025
Q2 		$8.39K Hold
181
– – ﹤0.01% 276
2025
Q1 		$8.38K Sell
181
-97
-35% -$4.43K ﹤0.01% 378
2024
Q4 		$12.6K Hold
278
– – ﹤0.01% 365
2024
Q3 		$13.1K Buy
+278
New +$13K ﹤0.01% 363
2024
Q2 		– Sell
-278
Closed -$12.5K – 384
2024
Q1 		$12.7K Hold
278
– – ﹤0.01% 378
2023
Q4 		$12.5K Sell
278
-35
-11% -$1.55K ﹤0.01% 364
2023
Q3 		$13.7K Hold
313
– – ﹤0.01% 353
2023
Q2 		$14.4K Hold
313
– – ﹤0.01% 342
2023
Q1 		$14.6K Buy
+313
New +$14.5K ﹤0.01% 350
2022
Q2 		– Sell
-225
Closed -$11K – 392
2022
Q1 		$11K Hold
225
– – ﹤0.01% 352
2021
Q4 		$12K Sell
225
-227
-50% -$12K ﹤0.01% 352
2021
Q3 		$24K Buy
+452
New +$24.2K 0.01% 307
2020
Q2 		– Sell
-121
Closed -$7K – 749
2020
Q1 		$7K Hold
121
– – 0.01% 543
2019
Q4 		$6K Buy
+121
New +$6.44K ﹤0.01% 501

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

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

EPG Wealth Management held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q1 2026 at 163 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

EPG Wealth Management first reported a position in VMBS in Q4 2019 and has held it in 17 quarters since. The position peaked at $24K in Q3 2021. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • EPG Wealth Management held 163 shares of Vanguard Mortgage-Backed Securities ETF worth $7.65K as of Q1 2026.
  • EPG Wealth Management left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q1 2026.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q1 2026, its #291 holding.
  • EPG Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2019 and has held it in 17 quarters since.
  • EPG Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $24K in Q3 2021.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.