Marion Wealth Management
VMBS icon

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

Marion 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
Q3 		$8.17M Buy
183,950
+8,362
+5% +$384K 1.61% 17
2026
Q2 		$8.22M Buy
175,588
+13,073
+8% +$612K 1.67% 16
2026
Q1 		$7.63M Buy
162,515
+31,937
+24% +$1.51M 1.69% 15
2025
Q4 		$6.16M Buy
130,578
+3,519
+3% +$166K 1.37% 22
2025
Q3 		$5.97M Buy
127,059
+2,262
+2% +$105K 1.42% 20
2025
Q2 		$5.78M Buy
124,797
+1,430
+1% +$65.4K 1.45% 20
2025
Q1 		$5.71M Buy
123,367
+8,449
+7% +$386K 1.53% 20
2024
Q4 		$5.21M Buy
114,918
+4,088
+4% +$188K 1.38% 19
2024
Q3 		$5.23M Buy
110,830
+5,001
+5% +$233K 1.4% 20
2024
Q2 		$4.8M Buy
105,829
+3,260
+3% +$147K 1.41% 20
2024
Q1 		$4.68M Buy
102,569
+1,796
+2% +$81.9K 1.4% 20
2023
Q4 		$4.67M Buy
+100,773
New +$4.45M 1.49% 21

Other funds holding VMBS

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Marion Wealth Management's VMBS Position: Q3 2026 in Review

Marion Wealth Management increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 4.8% in Q3 2026, buying an estimated $384K and bringing the position to 183,950 shares worth $8.17M. The position accounts for 1.61% of the portfolio, ranked #17.

Marion Wealth Management first reported a position in VMBS in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.22M in Q2 2026. 192 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Marion Wealth Management held 183,950 shares of Vanguard Mortgage-Backed Securities ETF worth $8.17M as of Q3 2026.
  • Marion Wealth Management bought 8,362 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $384K.
  • Vanguard Mortgage-Backed Securities ETF made up 1.61% of Marion Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Marion Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 12 quarters since.
  • Marion Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $8.22M in Q2 2026.
  • 192 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.