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

Iron Horse 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
2025 Q2	$19K	Hold	409	–	–	0.01%	219
2025 Q1	$18.9K	Hold	409	–	–	0.01%	205
2024 Q4	$18.5K	Hold	409	–	–	0.01%	193
2024 Q3	$19.3K	Hold	409	–	–	0.01%	180
2024 Q2	$18.6K	Buy	+409	New	+$18.4K	0.01%	168
2023 Q4	–	Sell	-100	Closed	-$4.38K	–	519
2023 Q3	$4.38K	Buy	+100	New	+$4.5K	﹤0.01%	278

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Iron Horse Wealth Management's VMBS Position: Q2 2025 in Review

Iron Horse Wealth Management held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2025 at 409 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #219.

Iron Horse Wealth Management first reported a position in VMBS in Q3 2023 and has held it in 6 quarters since. The position peaked at $19.3K in Q3 2024. 625 funds tracked by Wall St. Rank hold VMBS as of Q2 2025.

Iron Horse Wealth Management held 409 shares of Vanguard Mortgage-Backed Securities ETF worth $19K as of Q2 2025.
Iron Horse Wealth Management left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2025.
Vanguard Mortgage-Backed Securities ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #219 holding.
Iron Horse Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2023 and has held it in 6 quarters since.
Iron Horse Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $19.3K in Q3 2024.
625 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.