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

Financial Network Wealth 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 Q1	$182K	Buy	+3,946	New	+$180K	0.06%	121

Other funds holding VMBS

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Network Wealth Management's VMBS Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2025: 3,946 shares worth $182K. The stake represents 0.06% of the portfolio and ranks #121 among its holdings.

617 funds tracked by Wall St. Rank hold VMBS as of Q1 2025.

Financial Network Wealth Management held 3,946 shares of Vanguard Mortgage-Backed Securities ETF worth $182K as of Q1 2025.
Vanguard Mortgage-Backed Securities ETF was a new Financial Network Wealth Management position in Q1 2025.
Vanguard Mortgage-Backed Securities ETF made up 0.06% of Financial Network Wealth Management's portfolio in Q1 2025, its #121 holding.
617 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.