Armstrong Advisory Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Armstrong Advisory 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
2025 Q3	–	Sell	-81	Closed	-$3.75K	–	991
2025 Q2	$3.75K	Buy	+81	New	+$3.71K	﹤0.01%	784
2024 Q4	–	Sell	-953	Closed	-$45K	–	861
2024 Q3	$45K	Buy	+953	New	+$44.4K	﹤0.01%	384
2023 Q4	–	Sell	-33	Closed	-$1.45K	–	849
2023 Q3	$1.45K	Buy	+33	New	+$1.49K	﹤0.01%	792

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Armstrong Advisory Group's VMBS Position: Q3 2025 in Review

Armstrong Advisory Group sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2025, closing a stake of 81 shares — an estimated $3.75K sold.

Armstrong Advisory Group first reported a position in VMBS in Q3 2023 and held it in 3 quarters. The position peaked at $45K in Q3 2024. 628 funds tracked by Wall St. Rank hold VMBS as of Q3 2025.

Armstrong Advisory Group reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2025 after selling out during the quarter.
Armstrong Advisory Group sold 81 Vanguard Mortgage-Backed Securities ETF shares in Q3 2025, an estimated $3.75K.
Armstrong Advisory Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2023 and held it in 3 quarters.
Armstrong Advisory Group's Vanguard Mortgage-Backed Securities ETF position peaked at $45K in Q3 2024.
628 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2025.

Based on Armstrong Advisory Group's 13F filing for Q3 2025, filed 8 Oct 2025.