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 Q2	$2.6M	Sell	55,483 -343	-0.6%	-$16.1K	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%	+$86.7K	2.06%	14
2024 Q4	$2.38M	Buy	+53,129	New	+$2.44M	2.01%	11

Other funds holding VMBS

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

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

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

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

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return