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

GSB 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
Q2 		$3.42M Buy
73,138
+5,252
+8% +$246K 0.69% 48
2026
Q1 		$3.19M Buy
67,886
+56,941
+520% +$2.69M 0.72% 47
2025
Q4 		$515K Buy
+10,945
New +$516K 0.12% 136

Other funds holding VMBS

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

GSB Wealth Management's VMBS Position: Q2 2026 in Review

GSB Wealth Management increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 7.7% in Q2 2026, buying an estimated $246K and bringing the position to 73,138 shares worth $3.42M. The position accounts for 0.69% of the portfolio, ranked #48.

GSB Wealth Management first reported a position in VMBS in Q4 2025 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • GSB Wealth Management held 73,138 shares of Vanguard Mortgage-Backed Securities ETF worth $3.42M as of Q2 2026.
  • GSB Wealth Management bought 5,252 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $246K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.69% of GSB Wealth Management's portfolio in Q2 2026, its #48 holding.
  • GSB Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.