Valley Wealth Managers
VMBS icon

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

Valley Wealth Managers’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 		$9.15K Sell
206
-12
-6% -$551 ﹤0.01% 292
2026
Q2 		$10.2K Buy
218
+12
+6% +$562 ﹤0.01% 282
2026
Q1 		$9.7K Sell
206
-101
-33% -$4.77K ﹤0.01% 276
2025
Q4 		$14.5K Buy
307
+101
+49% +$4.76K ﹤0.01% 264
2025
Q3 		$9.7K Hold
206
– – ﹤0.01% 265
2025
Q2 		$9.5K Sell
206
-50
-20% -$2.29K ﹤0.01% 253
2025
Q1 		$11.9K Hold
256
– – ﹤0.01% 267
2024
Q4 		$11.6K Hold
256
– – ﹤0.01% 282
2024
Q3 		$12.1K Buy
256
+50
+24% +$2.33K ﹤0.01% 282
2024
Q2 		$9.35K Hold
206
– – ﹤0.01% 292
2024
Q1 		$9.4K Hold
206
– – ﹤0.01% 258
2023
Q4 		$9.6K Hold
206
– – ﹤0.01% 270
2023
Q3 		$9.02K Hold
206
– – ﹤0.01% 292
2023
Q2 		$9.47K Hold
206
– – ﹤0.01% 271
2023
Q1 		$9.6K Sell
206
-78
-27% -$3.62K ﹤0.01% 287
2022
Q4 		$12.9K Sell
284
-19,136
-99% -$866K ﹤0.01% 286
2022
Q3 		$875K Sell
19,420
-619
-3% -$29.5K 0.09% 111
2022
Q2 		$958K Buy
+20,039
New +$965K 0.09% 112

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
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
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Valley Wealth Managers's VMBS Position: Q3 2026 in Review

Valley Wealth Managers reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 5.5% in Q3 2026, selling an estimated $551 and leaving 206 shares worth $9.15K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Valley Wealth Managers first reported a position in VMBS in Q2 2022 and has held it in 18 quarters since. The position peaked at $958K in Q2 2022. 177 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Valley Wealth Managers held 206 shares of Vanguard Mortgage-Backed Securities ETF worth $9.15K as of Q3 2026.
  • Valley Wealth Managers sold 12 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $551.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #292 holding.
  • Valley Wealth Managers first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2022 and has held it in 18 quarters since.
  • Valley Wealth Managers's Vanguard Mortgage-Backed Securities ETF position peaked at $958K in Q2 2022.
  • 177 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.