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Smallwood Wealth Investment Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Smallwood Wealth Investment Management’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 		$468 Hold
10
– – ﹤0.01% 464
2026
Q1 		$469 Hold
10
– – ﹤0.01% 463
2025
Q4 		$470 Hold
10
– – ﹤0.01% 452
2025
Q3 		$469 Hold
10
– – ﹤0.01% 458
2025
Q2 		$463 Hold
10
– – ﹤0.01% 502
2025
Q1 		$463 Buy
+10
New +$457 ﹤0.01% 444

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 22.9% 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
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

Smallwood Wealth Investment Management's VMBS Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 10 shares worth $468. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Smallwood Wealth Investment Management first reported a position in VMBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $470 in Q4 2025. 714 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Smallwood Wealth Investment Management held 10 shares of Vanguard Mortgage-Backed Securities ETF worth $468 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #464 holding.
  • Smallwood Wealth Investment Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Vanguard Mortgage-Backed Securities ETF position peaked at $470 in Q4 2025.
  • 714 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.