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F/M Investments’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

F/M Investments’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
-133,567
Closed -$6.19M – 432
2025
Q2 		$6.19M Buy
+133,567
New +$6.11M 0.22% 91

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

F/M Investments's VMBS Position: Q3 2025 in Review

F/M Investments sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2025, closing a stake of 133,567 shares — an estimated $6.19M sold.

F/M Investments first reported a position in VMBS in Q2 2025 and held it in 1 quarter. The position peaked at $6.19M in Q2 2025. 628 funds tracked by Wall St. Rank hold VMBS as of Q3 2025.

  • F/M Investments reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2025 after selling out during the quarter.
  • F/M Investments sold 133,567 Vanguard Mortgage-Backed Securities ETF shares in Q3 2025, an estimated $6.19M.
  • F/M Investments first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2025 and held it in 1 quarter.
  • F/M Investments's Vanguard Mortgage-Backed Securities ETF position peaked at $6.19M in Q2 2025.
  • 628 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2025.

Based on F/M Investments's 13F filing for Q3 2025, filed 13 Nov 2025.