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

Mascoma 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	–	Sell	-8	Closed	-$376	–	634
2026 Q1	$376	Buy	+8	New	+$378	﹤0.01%	505
2024 Q3	–	Sell	-150	Closed	-$6.81K	–	500
2024 Q2	$6.81K	Hold	150	–	–	﹤0.01%	379
2024 Q1	$6.84K	Hold	150	–	–	﹤0.01%	356
2023 Q4	$6.95K	Hold	150	–	–	﹤0.01%	360
2023 Q3	$6.57K	Hold	150	–	–	﹤0.01%	365
2023 Q2	$6.81K	Hold	150	–	–	﹤0.01%	359
2023 Q1	$7K	Hold	150	–	–	﹤0.01%	443
2022 Q4	$6.83K	Buy	+150	New	+$6.79K	﹤0.01%	448

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026, closing a stake of 8 shares — an estimated $376 sold.

Mascoma Wealth Management first reported a position in VMBS in Q4 2022 and held it in 8 quarters. The position peaked at $7K in Q1 2023. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Mascoma Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
Mascoma Wealth Management sold 8 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $376.
Mascoma Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2022 and held it in 8 quarters.
Mascoma Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $7K in Q1 2023.
706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.