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Evelyn Partners Asset Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Evelyn Partners Asset 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 		– Sell
-481
Closed -$22.3K – 249
2025
Q1 		$22.3K Hold
481
– – 0.01% 178
2024
Q4 		$21.8K Buy
+481
New +$22.1K 0.01% 179

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AssetMark Inc
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Wells Fargo
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MG
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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

Evelyn Partners Asset Management's VMBS Position: Q2 2025 in Review

Evelyn Partners Asset Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2025, closing a stake of 481 shares — an estimated $22.3K sold.

Evelyn Partners Asset Management first reported a position in VMBS in Q4 2024 and held it in 2 quarters. The position peaked at $22.3K in Q1 2025. 625 funds tracked by Wall St. Rank hold VMBS as of Q2 2025.

  • Evelyn Partners Asset Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Asset Management sold 481 Vanguard Mortgage-Backed Securities ETF shares in Q2 2025, an estimated $22.3K.
  • Evelyn Partners Asset Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and held it in 2 quarters.
  • Evelyn Partners Asset Management's Vanguard Mortgage-Backed Securities ETF position peaked at $22.3K in Q1 2025.
  • 625 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2025.

Based on Evelyn Partners Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.