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

FWL 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
Q1 		– Sell
-1
Closed -$45 – 332
2024
Q4 		$45 Hold
1
– – ﹤0.01% 309
2024
Q3 		$47 Hold
1
– – ﹤0.01% 297
2024
Q2 		$45 Hold
1
– – ﹤0.01% 239
2024
Q1 		$46 Hold
1
– – ﹤0.01% 230
2023
Q4 		$46 Hold
1
– – ﹤0.01% 236
2023
Q3 		$44 Buy
+1
New +$45 ﹤0.01% 195
2023
Q1 		– Sell
-1
Closed -$46 – 192
2022
Q4 		$46 Buy
+1
New +$45 ﹤0.01% 190

Other funds holding VMBS

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

FWL Investment Management's VMBS Position: Q1 2025 in Review

FWL Investment Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2025, closing a stake of 1 share — an estimated $45 sold.

FWL Investment Management first reported a position in VMBS in Q4 2022 and held it in 7 quarters. The position peaked at $47 in Q3 2024. 617 funds tracked by Wall St. Rank hold VMBS as of Q1 2025.

  • FWL Investment Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2025 after selling out during the quarter.
  • FWL Investment Management sold 1 Vanguard Mortgage-Backed Securities ETF share in Q1 2025, an estimated $45.
  • FWL Investment Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2022 and held it in 7 quarters.
  • FWL Investment Management's Vanguard Mortgage-Backed Securities ETF position peaked at $47 in Q3 2024.
  • 617 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2025.

Based on FWL Investment Management's 13F filing for Q1 2025, filed 15 May 2025.