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

Power 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 		$29.9M Sell
636,044
-56,874
-8% -$2.68M 11.11% 2
2025
Q4 		$32.6M Buy
692,918
+26,840
+4% +$1.26M 11.49% 2
2025
Q3 		$31.3M Buy
666,078
+47,443
+8% +$2.2M 11.39% 2
2025
Q2 		$28.7M Buy
618,635
+8,659
+1% +$396K 11.02% 2
2025
Q1 		$28.2M Buy
609,976
+72,177
+13% +$3.3M 11.43% 2
2024
Q4 		$24.4M Buy
537,799
+33,528
+7% +$1.54M 10.18% 2
2024
Q3 		$23.8M Buy
504,271
+67,390
+15% +$3.14M 10.17% 2
2024
Q2 		$19.8M Buy
436,881
+208,451
+91% +$9.38M 9.48% 2
2024
Q1 		$10.4M Buy
228,430
+35,096
+18% +$1.6M 6.54% 3
2023
Q4 		$8.96M Buy
+193,334
New +$8.55M 6.23% 3

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 $374B AUM 17.66% 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 $544B AUM 28.31% 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 $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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 $377B AUM 19.32% 1-Year Est. Return

Power Wealth Management's VMBS Position: Q1 2026 in Review

Power Wealth Management reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 8.2% in Q1 2026, selling an estimated $2.68M and leaving 636,044 shares worth $29.9M. The position accounts for 11.11% of the portfolio, ranked #2.

Power Wealth Management first reported a position in VMBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $32.6M in Q4 2025. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Power Wealth Management held 636,044 shares of Vanguard Mortgage-Backed Securities ETF worth $29.9M as of Q1 2026.
  • Power Wealth Management sold 56,874 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $2.68M.
  • Vanguard Mortgage-Backed Securities ETF made up 11.11% of Power Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Power Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 10 quarters since.
  • Power Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $32.6M in Q4 2025.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.