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

Financial Management Professionals’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
-63
Closed -$2.92K – 1079
2025
Q1 		$2.92K Hold
63
– – ﹤0.01% 696
2024
Q4 		$2.86K Hold
63
– – ﹤0.01% 685
2024
Q3 		$3K Sell
63
-26
-29% -$1.21K ﹤0.01% 722
2024
Q2 		$4K Hold
89
– – ﹤0.01% 629
2024
Q1 		$4K Hold
89
– – ﹤0.01% 679
2023
Q4 		$4K Hold
89
– – ﹤0.01% 693
2023
Q3 		$4K Buy
89
+5
+6% +$225 ﹤0.01% 640
2023
Q2 		$4K Hold
84
– – ﹤0.01% 689
2023
Q1 		$4K Sell
84
-1,840
-96% -$85.4K ﹤0.01% 735
2022
Q4 		$88K Buy
1,924
+1,856
+2,729% +$84K 0.02% 172
2022
Q3 		$3K Hold
68
– – ﹤0.01% 709
2022
Q2 		$3K Buy
68
+48
+240% +$2.31K ﹤0.01% 721
2022
Q1 		$1K Buy
20
+4
+25% +$205 ﹤0.01% 978
2021
Q4 		$1K Hold
16
– – ﹤0.01% 917
2021
Q3 		$1K Hold
16
– – ﹤0.01% 903
2021
Q2 		$1K Hold
16
– – ﹤0.01% 853
2021
Q1 		$1K Hold
16
– – ﹤0.01% 645
2020
Q4 		$1K Hold
16
– – ﹤0.01% 616
2020
Q3 		$1K Hold
16
– – ﹤0.01% 589
2020
Q2 		$1K Sell
16
-58
-78% -$3.16K ﹤0.01% 583
2020
Q1 		$4K Buy
74
+40
+118% +$2.14K ﹤0.01% 220
2019
Q4 		$2K Hold
34
– – ﹤0.01% 290
2019
Q3 		$2K Hold
34
– – ﹤0.01% 267
2019
Q2 		$2K Hold
34
– – ﹤0.01% 288
2019
Q1 		$2K Hold
34
– – ﹤0.01% 245
2018
Q4 		$2K Hold
34
– – ﹤0.01% 240
2018
Q3 		$2K Hold
34
– – ﹤0.01% 254
2018
Q2 		$2K Buy
+34
New +$1.74K ﹤0.01% 249

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $617B AUM 30.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Management Professionals's VMBS Position: Q2 2025 in Review

Financial Management Professionals sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2025, closing a stake of 63 shares — an estimated $2.92K sold.

Financial Management Professionals first reported a position in VMBS in Q2 2018 and held it in 28 quarters. The position peaked at $88K in Q4 2022. 625 funds tracked by Wall St. Rank hold VMBS as of Q2 2025.

  • Financial Management Professionals reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Management Professionals sold 63 Vanguard Mortgage-Backed Securities ETF shares in Q2 2025, an estimated $2.92K.
  • Financial Management Professionals first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2018 and held it in 28 quarters.
  • Financial Management Professionals's Vanguard Mortgage-Backed Securities ETF position peaked at $88K in Q4 2022.
  • 625 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2025.

Based on Financial Management Professionals's 13F filing for Q2 2025, filed 15 Jul 2025.