Legacy CG’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Legacy CG’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	$3.92M	Buy	+88,293	New	+$4.06M	0.99%	38

Other funds holding VMBS

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Legacy CG's VMBS Position: Q3 2026 in Review

Legacy CG opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2026: 88,293 shares worth $3.92M. The stake represents 0.99% of the portfolio and ranks #38 among its holdings.

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

Legacy CG held 88,293 shares of Vanguard Mortgage-Backed Securities ETF worth $3.92M as of Q3 2026.
Vanguard Mortgage-Backed Securities ETF was a new Legacy CG position in Q3 2026.
Vanguard Mortgage-Backed Securities ETF made up 0.99% of Legacy CG's portfolio in Q3 2026, its #38 holding.
276 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Legacy CG's 13F filing for Q3 2026, filed 30 Oct 2026.