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Financial Gravity Companies’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Financial Gravity Companies’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 		$4.51M Buy
+97,427
New +$4.46M 0.89% 29
2024
Q4 		$3.86M Buy
85,233
+7,344
+9% +$338K 0.88% 28
2024
Q3 		$3.68M Buy
+77,889
New +$3.63M 0.98% 25
2018
Q4 		$893K Buy
+17,290
New +$877K 0.81% 20
2018
Q1 		$665K Buy
13,019
+2,121
+19% +$110K 0.68% 22
2017
Q4 		$565K Buy
+10,898
New +$574K 0.65% 24

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

Financial Gravity Companies's VMBS Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2025: 97,427 shares worth $4.51M. The stake represents 0.89% of the portfolio and ranks #29 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VMBS as recently as Q4 2024.

Financial Gravity Companies first reported a position in VMBS in Q4 2017 and has held it in 6 quarters since. 625 funds tracked by Wall St. Rank hold VMBS as of Q2 2025.

  • Financial Gravity Companies held 97,427 shares of Vanguard Mortgage-Backed Securities ETF worth $4.51M as of Q2 2025.
  • Vanguard Mortgage-Backed Securities ETF was a new Financial Gravity Companies position in Q2 2025.
  • Vanguard Mortgage-Backed Securities ETF made up 0.89% of Financial Gravity Companies's portfolio in Q2 2025, its #29 holding.
  • Financial Gravity Companies first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2017 and has held it in 6 quarters since.
  • 625 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.