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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return