FineMark National Bank & Trust’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

FineMark National Bank & Trust’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 Q4	$310K	Buy	+6,595	New	+$311K	0.01%	376

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FineMark National Bank & Trust's VMBS Position: Q4 2025 in Review

FineMark National Bank & Trust opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2025: 6,595 shares worth $310K. The stake represents 0.01% of the portfolio and ranks #376 among its holdings.

694 funds tracked by Wall St. Rank hold VMBS as of Q4 2025.

FineMark National Bank & Trust held 6,595 shares of Vanguard Mortgage-Backed Securities ETF worth $310K as of Q4 2025.
Vanguard Mortgage-Backed Securities ETF was a new FineMark National Bank & Trust position in Q4 2025.
Vanguard Mortgage-Backed Securities ETF made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #376 holding.
694 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.