Wealth Enhancement Advisory Services
VMBS icon

Wealth Enhancement Advisory Services’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Wealth Enhancement Advisory Services’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 		$39M Buy
840,336
+40,215
+5% +$1.88M 0.07% 255
2026
Q1 		$37.5M Sell
800,121
-511,045
-39% -$24.1M 0.08% 247
2025
Q4 		$61.8M Buy
1,311,166
+86,439
+7% +$4.07M 0.08% 224
2025
Q3 		$57.5M Buy
1,224,727
+41,115
+3% +$1.91M 0.09% 220
2025
Q2 		$54.4M Buy
1,183,612
+14,815
+1% +$678K 0.09% 212
2025
Q1 		$54.1M Buy
1,168,797
+46,446
+4% +$2.12M 0.1% 193
2024
Q4 		$50.9M Buy
1,122,351
+345,522
+44% +$15.9M 0.1% 200
2024
Q3 		$36.7M Sell
776,829
-28,233
-4% -$1.32M 0.08% 238
2024
Q2 		$36.5M Sell
805,062
-326,751
-29% -$14.7M 0.09% 220
2024
Q1 		$51.6M Buy
1,131,813
+22,690
+2% +$1.03M 0.13% 158
2023
Q4 		$51.4M Buy
1,109,123
+255,880
+30% +$11.3M 0.15% 147
2023
Q3 		$37.4M Buy
853,243
+822,100
+2,640% +$37M 0.12% 170
2023
Q2 		$1.43M Buy
31,143
+474
+2% +$21.9K 0.02% 236
2023
Q1 		$1.43M Sell
30,669
-19,704
-39% -$914K 0.02% 263
2022
Q4 		$2.37M Sell
50,373
-10,608
-17% -$480K 0.03% 159
2022
Q3 		$2.73M Buy
60,981
+44,018
+259% +$2.1M 0.04% 151
2022
Q2 		$808K Buy
16,963
+3,653
+27% +$176K 0.01% 258
2022
Q1 		$663K Buy
+13,310
New +$683K 0.01% 259
2019
Q1 		– Sell
-547,571
Closed -$28.2M – 222
2018
Q4 		$28.2M Sell
547,571
-78,243
-13% -$3.97M 1.78% 16
2018
Q3 		$31.7M Buy
625,814
+44,043
+8% +$2.26M 1.91% 16
2018
Q2 		$29.9M Buy
581,771
+52,624
+10% +$2.7M 1.84% 16
2018
Q1 		$27.2M Buy
529,147
+73,385
+16% +$3.79M 1.83% 16
2017
Q4 		$23.8M Buy
455,762
+65,220
+17% +$3.43M 1.69% 16
2017
Q3 		$20.6M Buy
390,542
+30,838
+9% +$1.63M 1.71% 16
2017
Q2 		$18.9M Buy
359,704
+47,114
+15% +$2.49M 1.75% 16
2017
Q1 		$16.4M Buy
312,590
+36,646
+13% +$1.92M 1.74% 16
2016
Q4 		$14.4M Buy
275,944
+74,192
+37% +$3.94M 1.75% 17
2016
Q3 		$10.9M Buy
201,752
+59,659
+42% +$3.21M 1.62% 18
2016
Q2 		$7.65M Buy
142,093
+17,864
+14% +$956K 1.38% 22
2016
Q1 		$6.63M Buy
124,229
+27,078
+28% +$1.44M 1.34% 21
2015
Q4 		$5.12M Buy
97,151
+18,670
+24% +$992K 1.3% 22
2015
Q3 		$4.18M Buy
78,481
+6,702
+9% +$356K 1.27% 22
2015
Q2 		$3.79M Buy
71,779
+3,905
+6% +$208K 1.17% 23
2015
Q1 		$3.63M Buy
67,874
+6,943
+11% +$370K 1.39% 20
2014
Q4 		$3.23M Buy
+60,931
New +$3.23M 1.27% 22

Other funds holding VMBS

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 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

Wealth Enhancement Advisory Services's VMBS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 5% in Q2 2026, buying an estimated $1.88M and bringing the position to 840,336 shares worth $39M. The position accounts for 0.07% of the portfolio, ranked #255.

Wealth Enhancement Advisory Services first reported a position in VMBS in Q4 2014 and has held it in 35 quarters since. The position peaked at $61.8M in Q4 2025. 118 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 840,336 shares of Vanguard Mortgage-Backed Securities ETF worth $39M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 40,215 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.88M.
  • Vanguard Mortgage-Backed Securities ETF made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #255 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2014 and has held it in 35 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard Mortgage-Backed Securities ETF position peaked at $61.8M in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.