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Clifford Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Clifford Group’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 		– Sell
-39,604
Closed -$1.84M – 85
2025
Q2 		$1.84M Sell
39,604
-2,509
-6% -$115K 1.51% 13
2025
Q1 		$1.95M Sell
42,113
-245
-0.6% -$11.2K 1.82% 13
2024
Q4 		$1.92M Buy
42,358
+3,508
+9% +$161K 1.46% 15
2024
Q3 		$1.83M Buy
38,850
+109
+0.3% +$5.08K 1.43% 15
2024
Q2 		$1.76M Buy
38,741
+1,994
+5% +$89.7K 1.42% 16
2024
Q1 		$1.68M Buy
36,747
+4,830
+15% +$220K 1.38% 15
2023
Q4 		$1.48M Sell
31,917
-1,311
-4% -$58K 1.37% 16
2023
Q3 		$1.45M Sell
33,228
-3,424
-9% -$154K 1.58% 13
2023
Q2 		$1.69M Sell
36,652
-135
-0.4% -$6.25K 1.81% 11
2023
Q1 		$1.71M Buy
36,787
+10,320
+39% +$479K 2.08% 9
2022
Q4 		$1.2M Buy
+26,467
New +$1.2M 1.5% 15

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 $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clifford Group's VMBS Position: Q3 2025 in Review

Clifford Group sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2025, closing a stake of 39,604 shares — an estimated $1.84M sold.

Clifford Group first reported a position in VMBS in Q4 2022 and held it in 11 quarters. The position peaked at $1.95M in Q1 2025. 628 funds tracked by Wall St. Rank hold VMBS as of Q3 2025.

  • Clifford Group reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Clifford Group sold 39,604 Vanguard Mortgage-Backed Securities ETF shares in Q3 2025, an estimated $1.84M.
  • Clifford Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2022 and held it in 11 quarters.
  • Clifford Group's Vanguard Mortgage-Backed Securities ETF position peaked at $1.95M in Q1 2025.
  • 628 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2025.

Based on Clifford Group's 13F filing for Q3 2025, filed 14 Nov 2025.