Anchor Pointe Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Anchor Pointe 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
2024 Q4	$1.28M	Buy	+28,155	New	+$1.29M	1.66%	19

Other funds holding VMBS

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Anchor Pointe Wealth Management's VMBS Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2024: 28,155 shares worth $1.28M. The stake represents 1.66% of the portfolio and ranks #19 among its holdings.

631 funds tracked by Wall St. Rank hold VMBS as of Q4 2024.

Anchor Pointe Wealth Management held 28,155 shares of Vanguard Mortgage-Backed Securities ETF worth $1.28M as of Q4 2024.
Vanguard Mortgage-Backed Securities ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
Vanguard Mortgage-Backed Securities ETF made up 1.66% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #19 holding.
631 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.