Unique Wealth
VMBS icon

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

Unique Wealth’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
Q3 		– Sell
-7,772
Closed -$364K – 222
2026
Q2 		$364K Buy
7,772
+3,455
+80% +$162K 0.04% 167
2026
Q1 		$203K Buy
+4,317
New +$204K 0.03% 181

Other funds holding VMBS

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Bell Investment Advisors
Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Unique Wealth's VMBS Position: Q3 2026 in Review

Unique Wealth sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2026, closing a stake of 7,772 shares — an estimated $364K sold.

Unique Wealth first reported a position in VMBS in Q1 2026 and held it in 2 quarters. The position peaked at $364K in Q2 2026. 267 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Unique Wealth reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2026 after selling out during the quarter.
  • Unique Wealth sold 7,772 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $364K.
  • Unique Wealth first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2026 and held it in 2 quarters.
  • Unique Wealth's Vanguard Mortgage-Backed Securities ETF position peaked at $364K in Q2 2026.
  • 267 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.