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 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Pinnacle Wealth Management Group's VMBS Position: Q2 2026 in Review

Pinnacle Wealth Management Group increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.68% in Q2 2026, buying an estimated $50.1K and bringing the position to 158,658 shares worth $7.43M. The position accounts for 3.46% of the portfolio, ranked #5.

Pinnacle Wealth Management Group first reported a position in VMBS in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.49M in Q4 2025. 135 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Pinnacle Wealth Management Group held 158,658 shares of Vanguard Mortgage-Backed Securities ETF worth $7.43M as of Q2 2026.
Pinnacle Wealth Management Group bought 1,070 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $50.1K.
Vanguard Mortgage-Backed Securities ETF made up 3.46% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #5 holding.
Pinnacle Wealth Management Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2024 and has held it in 8 quarters since.
Pinnacle Wealth Management Group's Vanguard Mortgage-Backed Securities ETF position peaked at $8.49M in Q4 2025.
135 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.