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

Liberty Wealth 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 		$208K Hold
4,432
– – 0.03% 254
2026
Q1 		$208K Buy
+4,432
New +$209K 0.03% 254
2025
Q4 		– Sell
-4,709
Closed -$221K – 264
2025
Q3 		$221K Buy
+4,709
New +$219K 0.03% 222
2023
Q2 		– Sell
-183,335
Closed -$8.53M – 236
2023
Q1 		$8.53M Buy
+183,335
New +$8.51M 1.76% 11
2022
Q2 		– Sell
-2,760
Closed -$230K – 173
2022
Q1 		$230K Buy
+2,760
New +$142K 0.08% 129
2021
Q4 		– Sell
-5,024
Closed -$266K – 1069
2021
Q3 		$266K Buy
5,024
+2,484
+98% +$133K 0.09% 132
2021
Q2 		$136K Buy
2,540
+134
+6% +$7.17K 0.05% 177
2021
Q1 		$130K Hold
2,406
– – 0.06% 150
2020
Q4 		$130K Buy
2,406
+118
+5% +$6.38K 0.06% 149
2020
Q3 		$124K Sell
2,288
-251
-10% -$13.6K 0.07% 142
2020
Q2 		$138K Buy
2,539
+157
+7% +$8.55K 0.1% 117
2020
Q1 		$130K Buy
2,382
+65
+3% +$3.47K 0.11% 116
2019
Q4 		$123K Sell
2,317
-154
-6% -$8.19K 0.1% 138
2019
Q3 		$132K Buy
2,471
+37
+2% +$1.96K 0.12% 123
2019
Q2 		$129K Sell
2,434
-112
-4% -$5.86K 0.11% 141
2019
Q1 		$133K Sell
2,546
-179
-7% -$9.27K 0.1% 113
2018
Q4 		$140K Buy
+2,725
New +$138K 0.1% 108

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 22.96% 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

Liberty Wealth Management's VMBS Position: Q2 2026 in Review

Liberty Wealth Management held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 4,432 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #254.

Liberty Wealth Management first reported a position in VMBS in Q4 2018 and has held it in 17 quarters since. The position peaked at $8.53M in Q1 2023. 707 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Liberty Wealth Management held 4,432 shares of Vanguard Mortgage-Backed Securities ETF worth $208K as of Q2 2026.
  • Liberty Wealth Management left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Liberty Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2018 and has held it in 17 quarters since.
  • Liberty Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $8.53M in Q1 2023.
  • 707 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.