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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
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

BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return