BlueStem Wealth Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

BlueStem Wealth Partners’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 Q4	–	Sell	-597,332	Closed	-$28.1M	–	136
2025 Q3	$28.1M	Buy	597,332 +50,651	+9%	+$2.35M	3.21%	8
2025 Q2	$25.3M	Sell	546,681 -274,301	-33%	-$12.6M	3.11%	8
2025 Q1	$38M	Buy	820,982 +205,520	+33%	+$9.4M	5.18%	6
2024 Q4	$27.9M	Buy	+615,462	New	+$28.3M	3.66%	10

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 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

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

BlueStem Wealth Partners's VMBS Position: Q4 2025 in Review

BlueStem Wealth Partners sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2025, closing a stake of 597,332 shares — an estimated $28.1M sold.

BlueStem Wealth Partners first reported a position in VMBS in Q4 2024 and held it in 4 quarters. The position peaked at $38M in Q1 2025. 692 funds tracked by Wall St. Rank hold VMBS as of Q4 2025.

BlueStem Wealth Partners reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
BlueStem Wealth Partners sold 597,332 Vanguard Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $28.1M.
BlueStem Wealth Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and held it in 4 quarters.
BlueStem Wealth Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $38M in Q1 2025.
692 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2025.

Based on BlueStem Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.