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Atria Wealth Solutions’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Atria Wealth Solutions’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
Q2 		$6.21M Sell
134,066
-334,905
-71% -$15.3M 0.14% 169
2025
Q1 		$21.7M Sell
468,971
-6,012
-1% -$275K 0.26% 83
2024
Q4 		$21.5M Buy
474,983
+28,902
+6% +$1.33M 0.24% 91
2024
Q3 		$21.1M Buy
446,081
+2,845
+0.6% +$133K 0.23% 94
2024
Q2 		$20.1M Buy
443,236
+8,778
+2% +$395K 0.22% 94
2024
Q1 		$19.8M Buy
434,458
+41,514
+11% +$1.89M 0.22% 96
2023
Q4 		$18.2M Buy
392,944
+16,280
+4% +$720K 0.23% 101
2023
Q3 		$16.5M Sell
376,664
-12,158
-3% -$548K 0.23% 96
2023
Q2 		$17.9M Sell
388,822
-19,232
-5% -$890K 0.24% 90
2023
Q1 		$19M Sell
408,054
-8,071
-2% -$375K 0.28% 80
2022
Q4 		$18.9M Sell
416,125
-8,257
-2% -$374K 0.3% 78
2022
Q3 		$19.1M Buy
424,382
+14,015
+3% +$667K 0.33% 66
2022
Q2 		$19.6M Sell
410,367
-3,265
-0.8% -$157K 0.37% 63
2022
Q1 		$20.7M Buy
+413,632
New +$21.2M 0.34% 57

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $617B AUM 30.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's VMBS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 71% in Q2 2025, selling an estimated $15.3M and leaving 134,066 shares worth $6.21M. The position accounts for 0.14% of the portfolio, ranked #169.

Atria Wealth Solutions first reported a position in VMBS in Q1 2022 and has held it in 14 quarters since. The position peaked at $21.7M in Q1 2025. 625 funds tracked by Wall St. Rank hold VMBS as of Q2 2025.

  • Atria Wealth Solutions held 134,066 shares of Vanguard Mortgage-Backed Securities ETF worth $6.21M as of Q2 2025.
  • Atria Wealth Solutions sold 334,905 Vanguard Mortgage-Backed Securities ETF shares in Q2 2025, an estimated $15.3M.
  • Vanguard Mortgage-Backed Securities ETF made up 0.14% of Atria Wealth Solutions's portfolio in Q2 2025, its #169 holding.
  • Atria Wealth Solutions first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Vanguard Mortgage-Backed Securities ETF position peaked at $21.7M in Q1 2025.
  • 625 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.