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Legacy Wealth Asset Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Legacy Wealth Asset 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
Q3 		$2.2M Buy
49,556
+31,299
+171% +$1.44M 0.48% 42
2026
Q2 		$855K Buy
18,257
+1,954
+12% +$91.4K 0.19% 147
2026
Q1 		$765K Buy
16,303
+640
+4% +$30.2K 0.19% 179
2025
Q4 		$737K Buy
15,663
+673
+4% +$31.7K 0.18% 176
2025
Q3 		$704K Buy
14,990
+520
+4% +$24.1K 0.17% 192
2025
Q2 		$671K Buy
14,470
+94
+0.7% +$4.3K 0.17% 184
2025
Q1 		$666K Sell
14,376
-117
-0.8% -$5.35K 0.18% 174
2024
Q4 		$657K Sell
14,493
-88
-0.6% -$4.05K 0.18% 175
2024
Q3 		$688K Sell
14,581
-258
-2% -$12K 0.18% 176
2024
Q2 		$674K Buy
14,839
+588
+4% +$26.4K 0.19% 158
2024
Q1 		$650K Buy
14,251
+447
+3% +$20.4K 0.18% 168
2023
Q4 		$640K Sell
13,804
-285
-2% -$12.6K 0.21% 158
2023
Q3 		$617K Sell
14,089
-963
-6% -$43.4K 0.23% 144
2023
Q2 		$692K Buy
15,052
+474
+3% +$21.9K 0.24% 131
2023
Q1 		$679K Sell
14,578
-600
-4% -$27.8K 0.24% 136
2022
Q4 		$691K Sell
15,178
-352
-2% -$15.9K 0.26% 136
2022
Q3 		$700K Sell
15,530
-688
-4% -$32.7K 0.31% 108
2022
Q2 		$775K Sell
16,218
-307
-2% -$14.8K 0.31% 128
2022
Q1 		$828K Buy
16,525
+464
+3% +$23.8K 0.29% 137
2021
Q4 		$849K Buy
16,061
+3,296
+26% +$175K 0.29% 139
2021
Q3 		$680K Buy
12,765
+134
+1% +$7.16K 0.31% 134
2021
Q2 		$674K Buy
12,631
+175
+1% +$9.36K 0.3% 134
2021
Q1 		$665K Buy
12,456
+1,422
+13% +$76.5K 0.31% 139
2020
Q4 		$597K Buy
+11,034
New +$597K 0.3% 137

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
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 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

Legacy Wealth Asset Management's VMBS Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 171% in Q3 2026, buying an estimated $1.44M and bringing the position to 49,556 shares worth $2.2M. The position accounts for 0.48% of the portfolio, ranked #42.

Legacy Wealth Asset Management first reported a position in VMBS in Q4 2020 and has held it in 24 quarters since. 39 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Legacy Wealth Asset Management held 49,556 shares of Vanguard Mortgage-Backed Securities ETF worth $2.2M as of Q3 2026.
  • Legacy Wealth Asset Management bought 31,299 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $1.44M.
  • Vanguard Mortgage-Backed Securities ETF made up 0.48% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #42 holding.
  • Legacy Wealth Asset Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2020 and has held it in 24 quarters since.
  • 39 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.