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

Abich Financial 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
2025
Q3 		$657 Buy
+14
New +$650 ﹤0.01% 621
2024
Q3 		– Sell
-31
Closed -$1.41K – 823
2024
Q2 		$1.41K Hold
31
– – ﹤0.01% 541
2024
Q1 		$1.41K Hold
31
– – ﹤0.01% 394
2023
Q4 		$1.44K Buy
+31
New +$1.37K ﹤0.01% 351

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Abich Financial Wealth Management's VMBS Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2025: 14 shares worth $657. The stake represents ﹤0.01% of the portfolio and ranks #621 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in VMBS as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in VMBS in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.44K in Q4 2023. 628 funds tracked by Wall St. Rank hold VMBS as of Q3 2025.

  • Abich Financial Wealth Management held 14 shares of Vanguard Mortgage-Backed Securities ETF worth $657 as of Q3 2025.
  • Vanguard Mortgage-Backed Securities ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #621 holding.
  • Abich Financial Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $1.44K in Q4 2023.
  • 628 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.