Western Wealth Management
VMBS icon

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

Western 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 		$1.99M Buy
44,910
+1,569
+4% +$72.1K 0.07% 289
2026
Q2 		$2.03M Buy
43,341
+6,180
+17% +$289K 0.07% 298
2026
Q1 		$1.74M Buy
37,161
+30,495
+457% +$1.44M 0.07% 303
2025
Q4 		$314K Sell
6,666
-429
-6% -$20.2K 0.01% 647
2025
Q3 		$333K Sell
7,095
-68
-0.9% -$3.16K 0.02% 562
2025
Q2 		$332K Buy
7,163
+16
+0.2% +$732 0.02% 527
2025
Q1 		$331K Sell
7,147
-4,858
-40% -$222K 0.02% 508
2024
Q4 		$544K Sell
12,005
-2,075
-15% -$95.4K 0.03% 432
2024
Q3 		$665K Buy
14,080
+5,478
+64% +$255K 0.04% 388
2024
Q2 		$391K Sell
8,602
-66
-0.8% -$2.97K 0.03% 425
2024
Q1 		$395K Buy
8,668
+119
+1% +$5.43K 0.03% 423
2023
Q4 		$396K Sell
8,549
-857
-9% -$37.9K 0.03% 465
2023
Q3 		$412K Sell
9,406
-339
-3% -$15.3K 0.03% 432
2023
Q2 		$448K Buy
9,745
+309
+3% +$14.3K 0.04% 399
2023
Q1 		$439K Buy
9,436
+13
+0.1% +$603 0.04% 400
2022
Q4 		$429K Sell
9,423
-7,069
-43% -$320K 0.04% 371
2022
Q3 		$744K Sell
16,492
-441
-3% -$21K 0.04% 383
2022
Q2 		$809K Sell
16,933
-2,748
-14% -$132K 0.05% 351
2022
Q1 		$986K Buy
19,681
+6,535
+50% +$335K 0.05% 338
2021
Q4 		$692K Buy
+13,146
New +$697K 0.07% 268
2021
Q2 		$428K Buy
8,006
+1,068
+15% +$57.1K 0.04% 396
2021
Q1 		$370K Buy
6,938
+60
+0.9% +$3.23K 0.05% 357
2020
Q4 		$372K Sell
6,878
-310
-4% -$16.8K 0.05% 309
2020
Q3 		$390K Buy
7,188
+73
+1% +$3.97K 0.06% 285
2020
Q2 		$387K Sell
7,115
-366
-5% -$19.9K 0.07% 267
2020
Q1 		$408K Buy
7,481
+255
+4% +$13.6K 0.09% 213
2019
Q4 		$384K Sell
7,226
-279
-4% -$14.8K 0.06% 274
2019
Q3 		$401K Buy
7,505
+382
+5% +$20.3K 0.08% 243
2019
Q2 		$375K Buy
7,123
+174
+3% +$9.1K 0.05% 270
2019
Q1 		$363K Buy
+6,949
New +$360K 0.08% 250

Other funds holding VMBS

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

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

Western Wealth Management increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 3.6% in Q3 2026, buying an estimated $72.1K and bringing the position to 44,910 shares worth $1.99M. The position accounts for 0.07% of the portfolio, ranked #289.

Western Wealth Management first reported a position in VMBS in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.03M in Q2 2026. 444 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Western Wealth Management held 44,910 shares of Vanguard Mortgage-Backed Securities ETF worth $1.99M as of Q3 2026.
  • Western Wealth Management bought 1,569 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $72.1K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.07% of Western Wealth Management's portfolio in Q3 2026, its #289 holding.
  • Western Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2019 and has held it in 30 quarters since.
  • Western Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $2.03M in Q2 2026.
  • 444 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.