Yoffe Investment Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Yoffe Investment 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	$236K	Hold	5,051	–	–	0.27%	102
2026 Q1	$237K	Hold	5,051	–	–	0.3%	103
2025 Q4	$238K	Hold	5,051	–	–	0.3%	101
2025 Q3	$237K	Hold	5,051	–	–	0.31%	101
2025 Q2	$234K	Hold	5,051	–	–	0.32%	101
2025 Q1	$234K	Hold	5,051	–	–	0.34%	101
2024 Q4	$229K	Buy	+5,051	New	+$232K	0.34%	99

Other funds holding VMBS

Wealth Enhancement Advisory Services

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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