MBM Wealth Consultants’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

MBM Wealth Consultants’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	-95	Closed	-$4.45K	–	363
2026 Q1	$4.45K	Buy	+95	New	+$4.49K	﹤0.01%	277
2022 Q2	–	Sell	-2,434	Closed	-$122K	–	313
2022 Q1	$122K	Sell	2,434 -754	-24%	-$38.7K	0.05%	120
2021 Q4	$168K	Sell	3,188 -704	-18%	-$37.3K	0.07%	102
2021 Q3	$207K	Sell	3,892 -2,229	-36%	-$119K	0.09%	96
2021 Q2	$327K	Sell	6,121 -99,361	-94%	-$5.31M	0.15%	82
2021 Q1	$5.63M	Buy	105,482 +6,756	+7%	+$364K	2.86%	10
2020 Q4	$5.34M	Buy	+98,726	New	+$5.34M	2.91%	13

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

MBM Wealth Consultants's VMBS Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026, closing a stake of 95 shares — an estimated $4.45K sold.

MBM Wealth Consultants first reported a position in VMBS in Q4 2020 and held it in 7 quarters. The position peaked at $5.63M in Q1 2021. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

MBM Wealth Consultants reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 95 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $4.45K.
MBM Wealth Consultants first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2020 and held it in 7 quarters.
MBM Wealth Consultants's Vanguard Mortgage-Backed Securities ETF position peaked at $5.63M in Q1 2021.
706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

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