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Capital A Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Capital A Wealth 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
Q2 		– Sell
-59
Closed -$2.73K – 822
2025
Q1 		$2.73K Hold
59
– – ﹤0.01% 451
2024
Q4 		$2.67K Buy
+59
New +$2.71K ﹤0.01% 448

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 $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 $530B AUM 22.01% 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 $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital A Wealth Management's VMBS Position: Q2 2025 in Review

Capital A Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2025, closing a stake of 59 shares — an estimated $2.73K sold.

Capital A Wealth Management first reported a position in VMBS in Q4 2024 and held it in 2 quarters. The position peaked at $2.73K in Q1 2025. 625 funds tracked by Wall St. Rank hold VMBS as of Q2 2025.

  • Capital A Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 59 Vanguard Mortgage-Backed Securities ETF shares in Q2 2025, an estimated $2.73K.
  • Capital A Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $2.73K in Q1 2025.
  • 625 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.