How many shares of VMBS does AE Wealth Management LLC own?

As of 2026-Q2, AE Wealth Management LLC holds 57,018 shares of VMBS (VANGUARD MORTGAGE-BACKED SEC).

What is AE Wealth Management LLC's VMBS position worth?

As of 2026-Q2, AE Wealth Management LLC's VMBS position is worth $2.7M.

Is AE Wealth Management LLC buying or selling VMBS?

In 2026-Q2, AE Wealth Management LLC decreased their VMBS position (-1.4% change in shares).

When did AE Wealth Management LLC first buy VMBS?

Based on available 13F filings, AE Wealth Management LLC first reported a position in VMBS in 2019-Q1. They have held the position across 30 quarters.

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AE Wealth Management LLC

VMBS
30 quarters

Position history for AE Wealth Management LLC's holdings in VANGUARD MORTGAGE-BACKED SEC

Current Value

$2.7M

Current Shares

57,018

Total Value Change

-$21.6M

Total Shares Change

-407,182

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	57,018	-1.4%	$2.7M	0.0%	$46.65	0
2026-Q1	Increased	57,846	+2.4%	$2.7M	0.0%	$46.13	27
2025-Q4	Increased	56,509	+32.4%	$2.7M	0.0%	$45.94	34
2025-Q3	Increased	42,669	+7.5%	$2M	0.0%	$45.20	28
2025-Q2	Decreased	39,700	-95.6%	$1.8M	0.0%	$44.13	0
2025-Q1	Decreased	894,980	-5.9%	$41.4M	0.3%	$43.61	0
2024-Q4	Increased	951,458	+2.4%	$43.1M	0.4%	$42.40	36
2024-Q3	Increased	929,056	+6.3%	$43.9M	0.4%	$43.57	37
2024-Q2	Increased	874,270	+2.7%	$39.7M	0.4%	$41.49	36
2024-Q1	Decreased	851,038	-63.3%	$38.8M	0.4%	$41.27	0
2023-Q4	Increased	2.3M	+2.5%	$106M	0.5%	$41.69	43
2023-Q3	Increased	2.3M	+2.6%	$99M	0.6%	$38.88	43
2023-Q2	Increased	2.2M	+8.3%	$101.4M	0.6%	$40.50	46
2023-Q1	Increased	2M	+0.0%	$94.8M	0.6%	$40.67	42
2022-Q4	Decreased	2M	-6.3%	$92.7M	0.7%	$39.57	0
2022-Q3	Decreased	2.2M	-4.2%	$98M	0.8%	$38.83	0
2022-Q2	Decreased	2.3M	-14.0%	$108.5M	0.9%	$40.93	0
2022-Q1	Decreased	2.6M	-4.3%	$132.3M	0.9%	$42.69	0
2021-Q4	Increased	2.8M	+3.1%	$145.7M	1.0%	$44.92	49
2021-Q3	Decreased	2.7M	-0.0%	$142.5M	1.2%	$45.13	0
2021-Q2	Increased	2.7M	+9.9%	$142.8M	1.2%	$45.08	52
2021-Q1	Increased	2.4M	+17.9%	$129.9M	1.3%	$44.99	56
2020-Q4	Increased	2.1M	+11.1%	$111.6M	1.3%	$45.50	53
2020-Q3	Increased	1.9M	+18.2%	$100.8M	1.4%	$45.38	55
2020-Q2	Increased	1.6M	+22.8%	$85.5M	1.3%	$45.27	57
2020-Q1	Decreased	1.3M	-6.1%	$69.8M	1.6%	$45.12	0
2019-Q4	Increased	1.4M	+14.5%	$72.5M	1.6%	$43.85	53
2019-Q3	Increased	1.2M	+2.3%	$63.4M	1.8%	$43.56	48
2019-Q2	Increased	1.2M	+150.8%	$61.5M	1.8%	$42.91	75
2019-Q1	New	464,200	-	$24.3M	1.7%	$42.19	65

Other major holders of VMBS: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, JPMORGAN CHASE & CO

VMBS30 quarters

VMBS
30 quarters