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Insight Wealth Strategies’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Insight Wealth Strategies’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 		$17.7M Buy
+397,559
New +$18.3M 1.75% 17

Other funds holding VMBS

IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Insight Wealth Strategies's VMBS Position: Q3 2026 in Review

Insight Wealth Strategies opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2026: 397,559 shares worth $17.7M. The stake represents 1.75% of the portfolio and ranks #17 among its holdings.

39 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Insight Wealth Strategies held 397,559 shares of Vanguard Mortgage-Backed Securities ETF worth $17.7M as of Q3 2026.
  • Vanguard Mortgage-Backed Securities ETF was a new Insight Wealth Strategies position in Q3 2026.
  • Vanguard Mortgage-Backed Securities ETF made up 1.75% of Insight Wealth Strategies's portfolio in Q3 2026, its #17 holding.
  • 39 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.