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

Institute for 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 		$95K Buy
+2,029
New +$94.9K 0.01% 691
2020
Q1 		– Sell
-122
Closed -$6K – 668
2019
Q4 		$6K Buy
+122
New +$6.49K ﹤0.01% 629

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 22.9% 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

Institute for Wealth Management's VMBS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026: 2,029 shares worth $95K. The stake represents 0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in VMBS as recently as Q4 2019.

Institute for Wealth Management first reported a position in VMBS in Q4 2019 and has held it in 2 quarters since. 714 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Institute for Wealth Management held 2,029 shares of Vanguard Mortgage-Backed Securities ETF worth $95K as of Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF was a new Institute for Wealth Management position in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #691 holding.
  • Institute for Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2019 and has held it in 2 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.