Householder Group Estate & Retirement Specialist’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-3,289	Closed	-$155K	–	1202
2024 Q3	$155K	Sell	3,289 -286	-8%	-$13.3K	0.05%	294
2024 Q2	$162K	Sell	3,575 -48	-1%	-$2.16K	0.05%	272
2024 Q1	$165K	Buy	3,623 +73	+2%	+$3.33K	0.05%	268
2023 Q4	$164K	Buy	3,550 +134	+4%	+$5.92K	0.05%	262
2023 Q3	$150K	Buy	+3,416	New	+$154K	0.05%	252
2023 Q1	$171K	Buy	+3,677	New	+$171K	0.07%	216
2022 Q4	–	Sell	-3,806	Closed	-$171K	–	1122
2022 Q3	$171K	Buy	+3,806	New	+$181K	0.07%	193

Other funds holding VMBS

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

Householder Group Estate & Retirement Specialist's VMBS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2024, closing a stake of 3,289 shares — an estimated $155K sold.

Householder Group Estate & Retirement Specialist first reported a position in VMBS in Q3 2022 and held it in 7 quarters. The position peaked at $171K in Q1 2023. 631 funds tracked by Wall St. Rank hold VMBS as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 3,289 Vanguard Mortgage-Backed Securities ETF shares in Q4 2024, an estimated $155K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Vanguard Mortgage-Backed Securities ETF position peaked at $171K in Q1 2023.
631 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.