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

Spire Wealth 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 		$253K Sell
5,404
-9
-0.2% -$421 0.01% 720
2026
Q1 		$254K Buy
5,413
+124
+2% +$5.85K 0.01% 711
2025
Q4 		$249K Buy
5,289
+18
+0.3% +$848 0.01% 735
2025
Q3 		$248K Sell
5,271
-1,034
-16% -$48K 0.01% 726
2025
Q2 		$292K Sell
6,305
-172
-3% -$7.87K 0.01% 654
2025
Q1 		$300K Sell
6,477
-27
-0.4% -$1.24K 0.01% 714
2024
Q4 		$295K Sell
6,504
-707
-10% -$32.5K 0.01% 714
2024
Q3 		$340K Buy
7,211
+1,339
+23% +$62.4K 0.01% 612
2024
Q2 		$267K Sell
5,872
-22,899
-80% -$1.03M 0.01% 644
2024
Q1 		$1.31M Buy
28,771
+5,623
+24% +$256K 0.02% 316
2023
Q4 		$1.06M Sell
23,148
-3,684
-14% -$163K 0.03% 346
2023
Q3 		$1.17M Sell
26,832
-2,475
-8% -$112K 0.04% 302
2023
Q2 		$1.35M Sell
29,307
-2,235
-7% -$103K 0.05% 288
2023
Q1 		$1.47M Buy
31,542
+15,851
+101% +$736K 0.06% 278
2022
Q4 		$714K Buy
15,691
+8,505
+118% +$385K 0.04% 287
2022
Q3 		$324K Sell
7,186
-19,681
-73% -$937K 0.02% 423
2022
Q2 		$1.28M Sell
26,867
-5,088
-16% -$245K 0.05% 282
2022
Q1 		$1.6M Buy
31,955
+4,452
+16% +$229K 0.04% 304
2021
Q4 		$1.45M Buy
27,503
+752
+3% +$39.9K 0.03% 369
2021
Q3 		$1.42M Buy
26,751
+2,736
+11% +$146K 0.04% 336
2021
Q2 		$1.28M Sell
24,015
-8,594
-26% -$460K 0.03% 364
2021
Q1 		$1.38M Buy
+32,609
New +$1.75M 0.04% 363

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

Spire Wealth Management's VMBS Position: Q2 2026 in Review

Spire Wealth Management reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.17% in Q2 2026, selling an estimated $421 and leaving 5,404 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #720.

Spire Wealth Management first reported a position in VMBS in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.6M in Q1 2022. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Spire Wealth Management held 5,404 shares of Vanguard Mortgage-Backed Securities ETF worth $253K as of Q2 2026.
  • Spire Wealth Management sold 9 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $421.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #720 holding.
  • Spire Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $1.6M in Q1 2022.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.