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Legacy Wealth Management (Idaho)’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-3,964
Closed -$186K – 942
2026
Q1 		$186K Buy
3,964
+159
+4% +$7.51K 0.09% 125
2025
Q4 		$179K Buy
3,805
+2,522
+197% +$119K 0.09% 105
2025
Q3 		$60.3K Buy
1,283
+591
+85% +$27.4K 0.03% 152
2025
Q2 		$32.1K Buy
692
+157
+29% +$7.18K 0.02% 191
2025
Q1 		$24.8K Sell
535
-16
-3% -$732 0.02% 214
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 $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s VMBS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026, closing a stake of 3,964 shares — an estimated $186K sold.

Legacy Wealth Management (Idaho) first reported a position in VMBS in Q3 2024 and held it in 7 quarters. The position peaked at $186K in Q1 2026. 714 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 3,964 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $186K.
  • Legacy Wealth Management (Idaho) first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Vanguard Mortgage-Backed Securities ETF position peaked at $186K in Q1 2026.
  • 714 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.