Christopher J. Hasenberg’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Christopher J. Hasenberg’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	$8.25M	Buy	+178,124	New	+$8.15M	3.07%	12

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 $374B AUM 17.66% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

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

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

Christopher J. Hasenberg's VMBS Position: Q2 2025 in Review

Christopher J. Hasenberg opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2025: 178,124 shares worth $8.25M. The stake represents 3.07% of the portfolio and ranks #12 among its holdings.

625 funds tracked by Wall St. Rank hold VMBS as of Q2 2025.

Christopher J. Hasenberg held 178,124 shares of Vanguard Mortgage-Backed Securities ETF worth $8.25M as of Q2 2025.
Vanguard Mortgage-Backed Securities ETF was a new Christopher J. Hasenberg position in Q2 2025.
Vanguard Mortgage-Backed Securities ETF made up 3.07% of Christopher J. Hasenberg's portfolio in Q2 2025, its #12 holding.
625 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.