PFS
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Prospera Financial Services’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Prospera Financial Services’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 		$7.23M Buy
154,412
+4,937
+3% +$231K 0.11% 203
2026
Q1 		$7.02M Buy
149,475
+2,703
+2% +$128K 0.11% 194
2025
Q4 		$6.91M Sell
146,772
-313
-0.2% -$14.7K 0.11% 188
2025
Q3 		$6.91M Buy
147,085
+822
+0.6% +$38.2K 0.12% 190
2025
Q2 		$6.78M Buy
146,263
+2,567
+2% +$117K 0.13% 179
2025
Q1 		$6.65M Buy
143,696
+2,492
+2% +$114K 0.15% 152
2024
Q4 		$6.4M Buy
+141,204
New +$6.49M 0.15% 153
2024
Q3 		– Sell
-4,535
Closed -$206K – 1200
2024
Q2 		$206K Buy
+4,535
New +$204K 0.01% 1060
2024
Q1 		– Sell
-5,198
Closed -$241K – 1142
2023
Q4 		$241K Sell
5,198
-137
-3% -$6.06K 0.01% 928
2023
Q3 		$234K Buy
+5,335
New +$240K 0.01% 896
2022
Q3 		– Sell
-4,027
Closed -$193K – 1567
2022
Q2 		$193K Buy
4,027
+484
+14% +$23.3K 0.01% 746
2022
Q1 		$178K Buy
+3,543
New +$182K 0.01% 920
2020
Q3 		– Sell
-4,187
Closed -$228K – 1705
2020
Q2 		$228K Buy
+4,187
New +$228K 0.02% 514

Other funds holding VMBS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
WH
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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return