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Financial Advocates Investment Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-16,006
Closed -$742K – 581
2025
Q2 		$742K Sell
16,006
-548
-3% -$25.1K 0.06% 277
2025
Q1 		$767K Buy
16,554
+575
+4% +$26.3K 0.05% 335
2024
Q4 		$725K Buy
15,979
+1,237
+8% +$56.9K 0.04% 366
2024
Q3 		$696K Buy
14,742
+19
+0.1% +$885 0.04% 383
2024
Q2 		$668K Sell
14,723
-16,103
-52% -$724K 0.04% 370
2024
Q1 		$1.41M Buy
30,826
+1,094
+4% +$49.9K 0.08% 243
2023
Q4 		$1.38M Buy
+29,732
New +$1.31M 0.09% 223
2023
Q3 		– Sell
-4,515
Closed -$208K – 736
2023
Q2 		$208K Sell
4,515
-211
-4% -$9.76K 0.01% 641
2023
Q1 		$220K Sell
4,726
-2,603
-36% -$121K 0.02% 657
2022
Q4 		$334K Sell
7,329
-11,136
-60% -$504K 0.02% 534
2022
Q3 		$833K Buy
18,465
+484
+3% +$23K 0.07% 296
2022
Q2 		$860K Buy
17,981
+392
+2% +$18.9K 0.07% 289
2022
Q1 		$881K Buy
17,589
+1,068
+6% +$54.8K 0.06% 322
2021
Q4 		$884K Buy
16,521
+678
+4% +$35.9K 0.06% 350
2021
Q3 		$844K Buy
15,843
+1,309
+9% +$70K 0.06% 350
2021
Q2 		$775K Sell
14,534
-418
-3% -$22.4K 0.05% 373
2021
Q1 		$798K Sell
14,952
-7,562
-34% -$407K 0.06% 375
2020
Q4 		$1.22M Buy
22,514
+3,791
+20% +$205K 0.08% 267
2020
Q3 		$1.02M Sell
18,723
-13,322
-42% -$724K 0.09% 244
2020
Q2 		$1.74M Buy
32,045
+12,871
+67% +$701K 0.17% 152
2020
Q1 		$1.04M Sell
19,174
-2,293
-11% -$123K 0.15% 172
2019
Q4 		$1.14M Buy
21,467
+1,479
+7% +$78.7K 0.12% 196
2019
Q3 		$1.06M Buy
19,988
+3,189
+19% +$169K 0.12% 181
2019
Q2 		$888K Buy
16,799
+2,770
+20% +$145K 0.1% 201
2019
Q1 		$734K Buy
14,029
+91
+0.7% +$4.71K 0.09% 215
2018
Q4 		$717K Buy
13,938
+407
+3% +$20.7K 0.1% 206
2018
Q3 		$690K Buy
13,531
+1,881
+16% +$96.4K 0.08% 237
2018
Q2 		$597K Buy
11,650
+354
+3% +$18.1K 0.07% 239
2018
Q1 		$583K Sell
11,296
-4,424
-28% -$229K 0.08% 233
2017
Q4 		$824K Buy
+15,720
New +$827K 0.11% 191

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 $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Advocates Investment Management's VMBS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2025, closing a stake of 16,006 shares — an estimated $742K sold.

Financial Advocates Investment Management first reported a position in VMBS in Q4 2017 and held it in 30 quarters. The position peaked at $1.74M in Q2 2020. 628 funds tracked by Wall St. Rank hold VMBS as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 16,006 Vanguard Mortgage-Backed Securities ETF shares in Q3 2025, an estimated $742K.
  • Financial Advocates Investment Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2017 and held it in 30 quarters.
  • Financial Advocates Investment Management's Vanguard Mortgage-Backed Securities ETF position peaked at $1.74M in Q2 2020.
  • 628 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.