Proactive Wealth Strategies’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Proactive Wealth Strategies’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	$625K	Sell	14,063 -55	-0.4%	-$2.53K	0.1%	134
2026 Q2	$661K	Buy	14,118 +20	+0.1%	+$936	0.11%	129
2026 Q1	$662K	Buy	14,098 +8,544	+154%	+$403K	0.12%	123
2025 Q4	$261K	Buy	5,554 +136	+3%	+$6.41K	0.1%	129
2025 Q3	$254K	Sell	5,418 -388	-7%	-$18K	0.11%	125
2025 Q2	$269K	Buy	5,806 +63	+1%	+$2.88K	0.13%	118
2025 Q1	$266K	Buy	5,743 +94	+2%	+$4.3K	0.14%	112
2024 Q4	$256K	Buy	5,649 +195	+4%	+$8.97K	0.13%	115
2024 Q3	$257K	Buy	+5,454	New	+$254K	0.14%	108

Other funds holding VMBS

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Proactive Wealth Strategies's VMBS Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.39% in Q3 2026, selling an estimated $2.53K and leaving 14,063 shares worth $625K. The position accounts for 0.1% of the portfolio, ranked #134.

Proactive Wealth Strategies first reported a position in VMBS in Q3 2024 and has held it in 9 quarters since. The position peaked at $662K in Q1 2026. 478 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

Proactive Wealth Strategies held 14,063 shares of Vanguard Mortgage-Backed Securities ETF worth $625K as of Q3 2026.
Proactive Wealth Strategies sold 55 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $2.53K.
Vanguard Mortgage-Backed Securities ETF made up 0.1% of Proactive Wealth Strategies's portfolio in Q3 2026, its #134 holding.
Proactive Wealth Strategies first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's Vanguard Mortgage-Backed Securities ETF position peaked at $662K in Q1 2026.
478 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.