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Mowery & Schoenfeld Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-74
Closed -$3.48K – 488
2025
Q4 		$3.48K Buy
+74
New +$3.49K 0.01% 358

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's VMBS Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2026, closing a stake of 74 shares — an estimated $3.48K sold.

Mowery & Schoenfeld Wealth Management first reported a position in VMBS in Q4 2025 and held it in 1 quarter. The position peaked at $3.48K in Q4 2025. 707 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 74 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $3.48K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $3.48K in Q4 2025.
  • 707 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.