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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
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% 302
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 America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Western Wealth Management's VMBS Position: Q2 2026 in Review

Western Wealth Management increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 17% in Q2 2026, buying an estimated $289K and bringing the position to 43,341 shares worth $2.03M. The position accounts for 0.07% of the portfolio, ranked #298.

Western Wealth Management first reported a position in VMBS in Q1 2019 and has held it in 29 quarters since. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Western Wealth Management held 43,341 shares of Vanguard Mortgage-Backed Securities ETF worth $2.03M as of Q2 2026.
  • Western Wealth Management bought 6,180 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $289K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.07% of Western Wealth Management's portfolio in Q2 2026, its #298 holding.
  • Western Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2019 and has held it in 29 quarters since.
  • 710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.