B.O.S.S. Retirement Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

B.O.S.S. Retirement Advisors’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	–	Sell	-27,322	Closed	-$1.27M	–	210
2025 Q1	$1.27M	Sell	27,322 -2,948	-10%	-$135K	0.37%	59
2024 Q4	$1.37M	Buy	30,270 +25,133	+489%	+$1.16M	0.38%	59
2024 Q3	$243K	Buy	+5,137	New	+$239K	0.05%	189
2024 Q1	–	Sell	-19,083	Closed	-$885K	–	232
2023 Q4	$885K	Sell	19,083 -563	-3%	-$24.9K	0.17%	157
2023 Q3	$860K	Buy	19,646 +2,641	+16%	+$119K	0.19%	162
2023 Q2	$782K	Buy	17,005 +3,160	+23%	+$146K	0.17%	165
2023 Q1	$645K	Buy	13,845 +846	+7%	+$39.3K	0.15%	161
2022 Q4	$592K	Buy	+12,999	New	+$589K	0.15%	164

Other funds holding VMBS

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 22.9% 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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

B.O.S.S. Retirement Advisors's VMBS Position: Q2 2025 in Review

B.O.S.S. Retirement Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2025, closing a stake of 27,322 shares — an estimated $1.27M sold.

B.O.S.S. Retirement Advisors first reported a position in VMBS in Q4 2022 and held it in 8 quarters. The position peaked at $1.37M in Q4 2024. 625 funds tracked by Wall St. Rank hold VMBS as of Q2 2025.

B.O.S.S. Retirement Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 27,322 Vanguard Mortgage-Backed Securities ETF shares in Q2 2025, an estimated $1.27M.
B.O.S.S. Retirement Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $1.37M in Q4 2024.
625 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.