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

Pinnacle Wealth Management Group’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	$6.61M	Sell	148,886 -9,772	-6%	-$449K	3.03%	6
2026 Q2	$7.43M	Buy	158,658 +1,070	+0.7%	+$50.1K	3.46%	5
2026 Q1	$7.4M	Sell	157,588 -22,786	-13%	-$1.08M	3.63%	6
2025 Q4	$8.49M	Buy	180,374 +3,928	+2%	+$185K	4.24%	2
2025 Q3	$8.29M	Buy	176,446 +7,998	+5%	+$371K	4.25%	2
2025 Q2	$7.81M	Buy	168,448 +7,066	+4%	+$323K	4.48%	2
2025 Q1	$7.47M	Buy	161,382 +6,824	+4%	+$312K	5.21%	3
2024 Q4	$7.01M	Buy	154,558 +12,440	+9%	+$572K	4.36%	3
2024 Q3	$6.71M	Buy	+142,118	New	+$6.62M	4.23%	3

Other funds holding VMBS

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Pinnacle Wealth Management Group's VMBS Position: Q3 2026 in Review

Pinnacle Wealth Management Group reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 6.2% in Q3 2026, selling an estimated $449K and leaving 148,886 shares worth $6.61M. The position accounts for 3.03% of the portfolio, ranked #6.

Pinnacle Wealth Management Group first reported a position in VMBS in Q3 2024 and has held it in 9 quarters since. The position peaked at $8.49M in Q4 2025. 359 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

Pinnacle Wealth Management Group held 148,886 shares of Vanguard Mortgage-Backed Securities ETF worth $6.61M as of Q3 2026.
Pinnacle Wealth Management Group sold 9,772 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $449K.
Vanguard Mortgage-Backed Securities ETF made up 3.03% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #6 holding.
Pinnacle Wealth Management Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2024 and has held it in 9 quarters since.
Pinnacle Wealth Management Group's Vanguard Mortgage-Backed Securities ETF position peaked at $8.49M in Q4 2025.
359 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.