Guardian Wealth Advisors (North Carolina)’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-251	Closed	-$11.6K	–	565
2025 Q1	$11.6K	Buy	251 +244	+3,486%	+$11.2K	﹤0.01%	455
2024 Q4	$317	Buy	+7	New	+$322	﹤0.01%	506
2024 Q2	–	Sell	-40	Closed	-$1.82K	–	468
2024 Q1	$1.82K	Sell	40 -693	-95%	-$31.6K	﹤0.01%	429
2023 Q4	$33K	Hold	733	–	–	0.01%	332
2023 Q3	$32.9K	Hold	733	–	–	0.01%	318
2023 Q2	$33.7K	Hold	733	–	–	0.01%	302
2023 Q1	$34.1K	Hold	733	–	–	0.01%	293
2022 Q4	$33.4K	Hold	733	–	–	0.01%	275
2022 Q3	$33K	Buy	733 +381	+108%	+$18.1K	0.01%	252
2022 Q2	$17K	Buy	+352	New	+$17K	﹤0.01%	272

Other funds holding VMBS

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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Guardian Wealth Advisors (North Carolina)'s VMBS Position: Q2 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2025, closing a stake of 251 shares — an estimated $11.6K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in VMBS in Q2 2022 and held it in 10 quarters. The position peaked at $34.1K in Q1 2023. 625 funds tracked by Wall St. Rank hold VMBS as of Q2 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 251 Vanguard Mortgage-Backed Securities ETF shares in Q2 2025, an estimated $11.6K.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2022 and held it in 10 quarters.
Guardian Wealth Advisors (North Carolina)'s Vanguard Mortgage-Backed Securities ETF position peaked at $34.1K in Q1 2023.
625 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 14 Aug 2025.