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Concurrent Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Concurrent Investment Advisors’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
2026
Q1 		$3.55M Buy
75,573
+9,410
+14% +$444K 0.04% 441
2025
Q4 		$3.11M Buy
66,163
+9,352
+16% +$441K 0.04% 444
2025
Q3 		$2.67M Sell
56,811
-3,420
-6% -$159K 0.05% 387
2025
Q2 		$2.79M Buy
60,231
+9,991
+20% +$457K 0.05% 353
2025
Q1 		$2.33M Buy
50,240
+518
+1% +$23.7K 0.06% 340
2024
Q4 		$2.25M Buy
49,722
+2,564
+5% +$118K 0.06% 298
2024
Q3 		$2.23M Buy
47,158
+309
+0.7% +$14.4K 0.07% 283
2024
Q2 		$2.13M Sell
46,849
-968
-2% -$43.5K 0.07% 258
2024
Q1 		$2.18M Buy
47,817
+701
+1% +$32K 0.09% 233
2023
Q4 		$2.18M Buy
+47,116
New +$2.08M 0.1% 215

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return