VisionPoint Advisory Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

VisionPoint Advisory Group’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	$418K	Sell	8,940 -341	-4%	-$16K	0.07%	286
2026 Q1	$436K	Buy	9,281 +1,249	+16%	+$59K	0.08%	250
2025 Q4	$378K	Buy	8,032 +562	+8%	+$26.5K	0.07%	251
2025 Q3	$351K	Buy	7,470 +1,514	+25%	+$70.3K	0.07%	269
2025 Q2	$276K	Buy	+5,956	New	+$273K	0.06%	282
2024 Q3	–	Sell	-32	Closed	-$1.45K	–	770
2024 Q2	$1.45K	Buy	+32	New	+$1.44K	﹤0.01%	695

Other funds holding VMBS

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return