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Bellwether Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Bellwether 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
Q3 		– Sell
-24
Closed -$1.11K – 555
2025
Q2 		$1.11K Hold
24
– – ﹤0.01% 527
2025
Q1 		$1.11K Hold
24
– – ﹤0.01% 464
2024
Q4 		$1.09K Buy
+24
New +$1.1K ﹤0.01% 474
2022
Q4 		– Sell
-189
Closed -$8K – 572
2022
Q3 		$8K Buy
+189
New +$9K ﹤0.01% 290

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 $374B AUM 17.66% 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 $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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

Bellwether Advisors's VMBS Position: Q3 2025 in Review

Bellwether Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2025, closing a stake of 24 shares — an estimated $1.11K sold.

Bellwether Advisors first reported a position in VMBS in Q3 2022 and held it in 4 quarters. The position peaked at $8K in Q3 2022. 628 funds tracked by Wall St. Rank hold VMBS as of Q3 2025.

  • Bellwether Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 24 Vanguard Mortgage-Backed Securities ETF shares in Q3 2025, an estimated $1.11K.
  • Bellwether Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2022 and held it in 4 quarters.
  • Bellwether Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $8K in Q3 2022.
  • 628 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.