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Highline Wealth Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Highline Wealth Partners’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
-103
Closed -$4.67K – 1053
2024
Q4 		$4.67K Buy
+103
New +$4.74K ﹤0.01% 351

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

Highline Wealth Partners's VMBS Position: Q1 2025 in Review

Highline Wealth Partners sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2025, closing a stake of 103 shares — an estimated $4.67K sold.

Highline Wealth Partners first reported a position in VMBS in Q4 2024 and held it in 1 quarter. The position peaked at $4.67K in Q4 2024. 617 funds tracked by Wall St. Rank hold VMBS as of Q1 2025.

  • Highline Wealth Partners reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2025 after selling out during the quarter.
  • Highline Wealth Partners sold 103 Vanguard Mortgage-Backed Securities ETF shares in Q1 2025, an estimated $4.67K.
  • Highline Wealth Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and held it in 1 quarter.
  • Highline Wealth Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $4.67K in Q4 2024.
  • 617 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2025.

Based on Highline Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.