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

Legacy Investment Solutions’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 		$32.1K Buy
+692
New +$31.7K 0.02% 191
2024
Q4 		$25.1K Buy
551
+462
+519% +$21.2K 0.02% 186
2024
Q3 		$4.06K Buy
+89
New +$4.15K ﹤0.01% 409

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Investment Solutions's VMBS Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2025: 692 shares worth $32.1K. The stake represents 0.02% of the portfolio and ranks #191 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in VMBS as recently as Q4 2024.

Legacy Investment Solutions first reported a position in VMBS in Q3 2024 and has held it in 3 quarters since. 625 funds tracked by Wall St. Rank hold VMBS as of Q2 2025.

  • Legacy Investment Solutions held 692 shares of Vanguard Mortgage-Backed Securities ETF worth $32.1K as of Q2 2025.
  • Vanguard Mortgage-Backed Securities ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Vanguard Mortgage-Backed Securities ETF made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #191 holding.
  • Legacy Investment Solutions first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2024 and has held it in 3 quarters since.
  • 625 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.