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

Congress 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
Q2 		$5.01M Buy
108,132
+1,676
+2% +$76.7K 0.05% 384
2025
Q1 		$4.93M Sell
106,456
-15,748
-13% -$720K 0.06% 333
2024
Q4 		$5.54M Buy
122,204
+46,259
+61% +$2.13M 0.08% 274
2024
Q3 		$3.59M Sell
75,945
-6,580
-8% -$307K 0.05% 338
2024
Q2 		$3.75M Buy
+82,525
New +$3.71M 0.06% 283
2023
Q4 		– Sell
-42,147
Closed -$1.85M – 672
2023
Q3 		$1.85M Buy
42,147
+5,649
+15% +$255K 0.04% 314
2023
Q2 		$1.68M Sell
36,498
-405
-1% -$18.7K 0.04% 286
2023
Q1 		$1.72M Sell
36,903
-472,989
-93% -$22M 0.04% 287
2022
Q4 		$23.2M Buy
509,892
+496,523
+3,714% +$22.5M 0.6% 38
2022
Q3 		$603K Buy
13,369
+2,864
+27% +$136K 0.02% 384
2022
Q2 		$502K Sell
10,505
-6,035
-36% -$291K 0.01% 408
2022
Q1 		$829K Sell
16,540
-472
-3% -$24.2K 0.02% 379
2021
Q4 		$899K Buy
+17,012
New +$902K 0.02% 385

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Congress Wealth Management's VMBS Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 1.6% in Q2 2025, buying an estimated $76.7K and bringing the position to 108,132 shares worth $5.01M. The position accounts for 0.05% of the portfolio, ranked #384.

Congress Wealth Management first reported a position in VMBS in Q4 2021 and has held it in 13 quarters since. The position peaked at $23.2M in Q4 2022. 625 funds tracked by Wall St. Rank hold VMBS as of Q2 2025.

  • Congress Wealth Management held 108,132 shares of Vanguard Mortgage-Backed Securities ETF worth $5.01M as of Q2 2025.
  • Congress Wealth Management bought 1,676 Vanguard Mortgage-Backed Securities ETF shares in Q2 2025, an estimated $76.7K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #384 holding.
  • Congress Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2021 and has held it in 13 quarters since.
  • Congress Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $23.2M in Q4 2022.
  • 625 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.