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Berkshire Money Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Berkshire Money 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
2025
Q3 		– Sell
-1,459
Closed -$67.6K – 138
2025
Q2 		$67.6K Buy
+1,459
New +$66.8K 0.01% 123
2020
Q2 		– Sell
-1,414
Closed -$77K – 76
2020
Q1 		$77K Buy
+1,414
New +$75.6K 0.02% 49

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 22.9% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Berkshire Money Management's VMBS Position: Q3 2025 in Review

Berkshire Money Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2025, closing a stake of 1,459 shares — an estimated $67.6K sold.

Berkshire Money Management first reported a position in VMBS in Q1 2020 and held it in 2 quarters. The position peaked at $77K in Q1 2020. 628 funds tracked by Wall St. Rank hold VMBS as of Q3 2025.

  • Berkshire Money Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Berkshire Money Management sold 1,459 Vanguard Mortgage-Backed Securities ETF shares in Q3 2025, an estimated $67.6K.
  • Berkshire Money Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2020 and held it in 2 quarters.
  • Berkshire Money Management's Vanguard Mortgage-Backed Securities ETF position peaked at $77K in Q1 2020.
  • 628 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2025.

Based on Berkshire Money Management's 13F filing for Q3 2025, filed 14 Oct 2025.