Retirement Wealth Solutions’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Retirement Wealth Solutions’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	$2.46M	Sell	55,341 -142	-0.3%	-$6.52K	1.3%	21
2026 Q2	$2.6M	Sell	55,483 -343	-0.6%	-$16K	1.43%	18
2026 Q1	$2.62M	Buy	55,826 +1,605	+3%	+$75.8K	1.65%	16
2025 Q4	$2.55M	Buy	54,221 +590	+1%	+$27.8K	1.61%	17
2025 Q3	$2.52M	Buy	53,631 +479	+0.9%	+$22.2K	1.66%	16
2025 Q2	$2.46M	Sell	53,152 -1,872	-3%	-$85.7K	1.8%	14
2025 Q1	$2.55M	Buy	55,024 +1,895	+4%	+$86.6K	2.06%	14
2024 Q4	$2.38M	Buy	+53,129	New	+$2.44M	2.01%	11

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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 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

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Retirement Wealth Solutions's VMBS Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.26% in Q3 2026, selling an estimated $6.52K and leaving 55,341 shares worth $2.46M. The position accounts for 1.3% of the portfolio, ranked #21.

Retirement Wealth Solutions first reported a position in VMBS in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.62M in Q1 2026. 192 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

Retirement Wealth Solutions held 55,341 shares of Vanguard Mortgage-Backed Securities ETF worth $2.46M as of Q3 2026.
Retirement Wealth Solutions sold 142 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $6.52K.
Vanguard Mortgage-Backed Securities ETF made up 1.3% of Retirement Wealth Solutions's portfolio in Q3 2026, its #21 holding.
Retirement Wealth Solutions first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Vanguard Mortgage-Backed Securities ETF position peaked at $2.62M in Q1 2026.
192 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.