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

Chilton Capital 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
Q1 		– Sell
-20
Closed -$907 – 594
2024
Q4 		$907 Buy
+20
New +$920 ﹤0.01% 531
2024
Q1 		– Sell
-727
Closed -$33.7K – 659
2023
Q4 		$33.7K Hold
727
– – ﹤0.01% 389
2023
Q3 		$31.8K Buy
+727
New +$32.8K ﹤0.01% 360

Other funds holding VMBS

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Chilton Capital Management's VMBS Position: Q1 2025 in Review

Chilton Capital Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2025, closing a stake of 20 shares — an estimated $907 sold.

Chilton Capital Management first reported a position in VMBS in Q3 2023 and held it in 3 quarters. The position peaked at $33.7K in Q4 2023. 618 funds tracked by Wall St. Rank hold VMBS as of Q1 2025.

  • Chilton Capital Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2025 after selling out during the quarter.
  • Chilton Capital Management sold 20 Vanguard Mortgage-Backed Securities ETF shares in Q1 2025, an estimated $907.
  • Chilton Capital Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2023 and held it in 3 quarters.
  • Chilton Capital Management's Vanguard Mortgage-Backed Securities ETF position peaked at $33.7K in Q4 2023.
  • 618 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2025.

Based on Chilton Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.