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Hobart Private Capital’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Hobart Private Capital’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 		$6.81M Buy
145,496
+121
+0.1% +$5.66K 1.17% 29
2026
Q1 		$6.83M Sell
145,375
-1,704
-1% -$80.4K 1.34% 27
2025
Q4 		$6.92M Sell
147,079
-2,273
-2% -$107K 1.35% 23
2025
Q3 		$7.01M Sell
149,352
-2,246
-1% -$104K 1.47% 22
2025
Q2 		$7.03M Sell
151,598
-5,849
-4% -$268K 1.59% 21
2025
Q1 		$7.29M Sell
157,447
-65,770
-29% -$3.01M 1.82% 18
2024
Q4 		$10.1M Buy
223,217
+13,306
+6% +$612K 2.51% 13
2024
Q3 		$9.91M Sell
209,911
-4,908
-2% -$229K 2.54% 14
2024
Q2 		$9.75M Sell
214,819
-2,604
-1% -$117K 2.78% 11
2024
Q1 		$9.92M Buy
217,423
+14,243
+7% +$649K 3.02% 10
2023
Q4 		$9.42M Buy
203,180
+46,161
+29% +$2.04M 3.12% 13
2023
Q3 		$6.87M Sell
157,019
-3,425
-2% -$154K 2.61% 12
2023
Q2 		$7.38M Buy
160,444
+5,167
+3% +$239K 2.74% 15
2023
Q1 		$7.23M Buy
+155,277
New +$7.21M 2.85% 15
2019
Q2 		– Sell
-28,299
Closed -$1.48M – 174
2019
Q1 		$1.48M Buy
28,299
+239
+0.9% +$12.4K 1.13% 27
2018
Q4 		$1.44M Sell
28,060
-704
-2% -$35.7K 1.24% 26
2018
Q3 		$1.47M Buy
28,764
+1,160
+4% +$59.4K 1.13% 28
2018
Q2 		$1.42M Buy
27,604
+5,278
+24% +$270K 1.16% 26
2018
Q1 		$1.15M Buy
22,326
+2,662
+14% +$138K 1.01% 35
2017
Q4 		$1.03M Buy
+19,664
New +$1.03M 0.92% 36

Other funds holding VMBS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return