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Salomon & Ludwin’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Salomon & Ludwin’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 		$1.96K Hold
42
– – ﹤0.01% 1968
2026
Q1 		$1.97K Hold
42
– – ﹤0.01% 1935
2025
Q4 		$1.98K Hold
42
– – ﹤0.01% 2000
2025
Q3 		$1.97K Sell
42
-114
-73% -$5.29K ﹤0.01% 1980
2025
Q2 		$7.19K Buy
156
+114
+271% +$5.22K ﹤0.01% 522
2025
Q1 		$1.95K Hold
42
– – ﹤0.01% 590
2024
Q4 		$1.9K Buy
+42
New +$1.93K ﹤0.01% 598

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Salomon & Ludwin's VMBS Position: Q2 2026 in Review

Salomon & Ludwin held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 42 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

Salomon & Ludwin first reported a position in VMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.19K in Q2 2025. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Salomon & Ludwin held 42 shares of Vanguard Mortgage-Backed Securities ETF worth $1.96K as of Q2 2026.
  • Salomon & Ludwin left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1968 holding.
  • Salomon & Ludwin first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 7 quarters since.
  • Salomon & Ludwin's Vanguard Mortgage-Backed Securities ETF position peaked at $7.19K in Q2 2025.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.