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

Mosley 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 		$234 Hold
5
– – ﹤0.01% 707
2026
Q1 		$235 Buy
+5
New +$236 ﹤0.01% 447

Other funds holding VMBS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

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

Mosley Wealth Management held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 5 shares worth $234. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Mosley Wealth Management first reported a position in VMBS in Q1 2026 and has held it in 2 quarters since. The position peaked at $235 in Q1 2026. 456 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Mosley Wealth Management held 5 shares of Vanguard Mortgage-Backed Securities ETF worth $234 as of Q2 2026.
  • Mosley Wealth Management left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #707 holding.
  • Mosley Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $235 in Q1 2026.
  • 456 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.