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

Certus 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 Q3	$2.46M	Buy	52,333 +5,304	+11%	+$246K	1.47%	20
2025 Q2	$2.18M	Buy	47,029 +2,289	+5%	+$105K	1.4%	20
2025 Q1	$2.04M	Sell	44,740 -3,354	-7%	-$153K	1.38%	19
2024 Q4	$2.19M	Buy	48,094 +570	+1%	+$26.2K	1.47%	16
2024 Q3	$2.24M	Sell	47,524 -4,448	-9%	-$207K	1.56%	16
2024 Q2	$2.36M	Sell	51,972 -16,491	-24%	-$742K	1.79%	18
2024 Q1	$3.06M	Sell	68,463 -7,174	-9%	-$327K	2.44%	12
2023 Q4	$3.51M	Buy	75,637 +896	+1%	+$39.6K	2.97%	11
2023 Q3	$3.27M	Buy	74,741 +21,496	+40%	+$968K	3.13%	9
2023 Q2	$2.45M	Buy	+53,245	New	+$2.46M	2.43%	10

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Certus Wealth Management's VMBS Position: Q3 2025 in Review

Certus Wealth Management increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 11% in Q3 2025, buying an estimated $246K and bringing the position to 52,333 shares worth $2.46M. The position accounts for 1.47% of the portfolio, ranked #20.

Certus Wealth Management first reported a position in VMBS in Q2 2023 and has held it in 10 quarters since. The position peaked at $3.51M in Q4 2023. 628 funds tracked by Wall St. Rank hold VMBS as of Q3 2025.

Certus Wealth Management held 52,333 shares of Vanguard Mortgage-Backed Securities ETF worth $2.46M as of Q3 2025.
Certus Wealth Management bought 5,304 Vanguard Mortgage-Backed Securities ETF shares in Q3 2025, an estimated $246K.
Vanguard Mortgage-Backed Securities ETF made up 1.47% of Certus Wealth Management's portfolio in Q3 2025, its #20 holding.
Certus Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2023 and has held it in 10 quarters since.
Certus Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $3.51M in Q4 2023.
628 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.