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

IHT 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 		– Sell
-5,843
Closed -$274K – 1358
2026
Q1 		$274K Sell
5,843
-4,995
-46% -$236K 0.01% 1037
2025
Q4 		$510K Buy
10,838
+2,953
+37% +$139K 0.01% 758
2025
Q3 		$370K Buy
+7,885
New +$366K 0.01% 843
2025
Q2 		– Sell
-4,768
Closed -$221K – 1204
2025
Q1 		$221K Buy
+4,768
New +$218K 0.01% 983
2024
Q4 		– Sell
-6,177
Closed -$292K – 1218
2024
Q3 		$292K Buy
+6,177
New +$288K 0.01% 920
2021
Q3 		– Sell
-5,412
Closed -$289K – 977
2021
Q2 		$289K Buy
5,412
+326
+6% +$17.4K 0.02% 734
2021
Q1 		$271K Buy
5,086
+422
+9% +$22.7K 0.02% 666
2020
Q4 		$252K Buy
+4,664
New +$252K 0.02% 619
2020
Q1 		– Sell
-3,834
Closed -$204K – 658
2019
Q4 		$204K Sell
3,834
-667
-15% -$35.5K 0.02% 559
2019
Q3 		$240K Buy
+4,501
New +$239K 0.03% 485
2018
Q2 		– Sell
-1,210
Closed -$62K – 1341
2018
Q1 		$62K Sell
1,210
-408
-25% -$21.1K 0.02% 615
2017
Q4 		$85K Buy
1,618
+836
+107% +$44K 0.02% 534
2017
Q3 		$41K Buy
782
+7
+0.9% +$370 0.02% 576
2017
Q2 		$7K Buy
775
+197
+34% +$10.4K ﹤0.01% 1049
2017
Q1 		$30K Buy
578
+72
+14% +$3.77K 0.02% 549
2016
Q4 		$26K Buy
+506
New +$26.9K 0.02% 558

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

IHT Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026, closing a stake of 5,843 shares — an estimated $274K sold.

IHT Wealth Management first reported a position in VMBS in Q4 2016 and held it in 16 quarters. The position peaked at $510K in Q4 2025. 713 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • IHT Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 5,843 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $274K.
  • IHT Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2016 and held it in 16 quarters.
  • IHT Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $510K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.