Guerra Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Guerra Advisors’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 Q3	$9.49K	Buy	+202	New	+$9.38K	﹤0.01%	323

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 $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

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

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

Guerra Advisors's VMBS Position: Q3 2025 in Review

Guerra Advisors opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2025: 202 shares worth $9.49K. The stake represents ﹤0.01% of the portfolio and ranks #323 among its holdings.

628 funds tracked by Wall St. Rank hold VMBS as of Q3 2025.

Guerra Advisors held 202 shares of Vanguard Mortgage-Backed Securities ETF worth $9.49K as of Q3 2025.
Vanguard Mortgage-Backed Securities ETF was a new Guerra Advisors position in Q3 2025.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #323 holding.
628 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.