World Equity Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

World Equity 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	$338K	Sell	7,210 -533	-7%	-$24.9K	0.08%	293
2026 Q1	$345K	Buy	7,743 +335	+5%	+$15.8K	0.09%	265
2025 Q4	$349K	Buy	7,408 +63	+0.9%	+$2.97K	0.1%	230
2025 Q3	$345K	Sell	7,345 -268	-4%	-$12.4K	0.08%	242
2025 Q2	$353K	Sell	7,613 -1,044	-12%	-$47.8K	0.1%	218
2025 Q1	$401K	Sell	8,657 -6,757	-44%	-$309K	0.11%	183
2024 Q4	$699K	Buy	+15,414	New	+$709K	0.15%	145
2023 Q2	–	Sell	-40,531	Closed	-$2.74M	–	557
2023 Q1	$2.74M	Sell	40,531 -24,596	-38%	-$1.14M	0.41%	59
2022 Q4	$2.96M	Sell	65,127 -433	-0.7%	-$19.6K	0.7%	36
2022 Q3	$2.96M	Buy	65,560 +2,162	+3%	+$103K	0.75%	35
2022 Q2	$3.03M	Sell	63,398 -1,506	-2%	-$72.5K	0.76%	27
2022 Q1	$3.25M	Buy	+64,904	New	+$3.33M	0.7%	27

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