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

VCI 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 Q3	$9.17M	Sell	206,493 -14,067	-6%	-$646K	2.19%	13
2026 Q2	$10.3M	Sell	220,560 -1,249	-0.6%	-$58.4K	2.59%	10
2026 Q1	$10.4M	Buy	221,809 +20,860	+10%	+$985K	2.89%	10
2025 Q4	$9.46M	Buy	200,949 +15,809	+9%	+$745K	2.63%	9
2025 Q3	$8.69M	Buy	185,140 +10,101	+6%	+$469K	2.64%	8
2025 Q2	$8.11M	Buy	175,039 +20,347	+13%	+$931K	2.84%	8
2025 Q1	$7.16M	Buy	154,692 +10,957	+8%	+$501K	3.01%	8
2024 Q4	$6.52M	Sell	143,735 -39,090	-21%	-$1.8M	2.77%	8
2024 Q3	$8.63M	Buy	182,825 +15,219	+9%	+$709K	3.84%	7
2024 Q2	$7.61M	Buy	167,606 +50,852	+44%	+$2.29M	3.76%	5
2024 Q1	$5.33M	Sell	116,754 -14,879	-11%	-$678K	3.6%	5
2023 Q4	$6.1M	Buy	+131,633	New	+$5.82M	3.71%	5

Other funds holding VMBS

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

VCI Wealth Management's VMBS Position: Q3 2026 in Review

VCI Wealth Management reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 6.4% in Q3 2026, selling an estimated $646K and leaving 206,493 shares worth $9.17M. The position accounts for 2.19% of the portfolio, ranked #13.

VCI Wealth Management first reported a position in VMBS in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.4M in Q1 2026. 411 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

VCI Wealth Management held 206,493 shares of Vanguard Mortgage-Backed Securities ETF worth $9.17M as of Q3 2026.
VCI Wealth Management sold 14,067 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $646K.
Vanguard Mortgage-Backed Securities ETF made up 2.19% of VCI Wealth Management's portfolio in Q3 2026, its #13 holding.
VCI Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 12 quarters since.
VCI Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $10.4M in Q1 2026.
411 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on VCI Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.