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

Integrated Advisors Network’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	-5,041	Closed	-$238K	–	762
2024 Q3	$238K	Sell	5,041 -33	-0.7%	-$1.54K	0.01%	653
2024 Q2	$230K	Buy	5,074 +29	+0.6%	+$1.3K	0.01%	632
2024 Q1	$230K	Buy	5,045 +22	+0.4%	+$1K	0.01%	654
2023 Q4	$233K	Buy	5,023 +15	+0.3%	+$663	0.01%	608
2023 Q3	$219K	Sell	5,008 -18	-0.4%	-$811	0.01%	609
2023 Q2	$231K	Sell	5,026 -2	-0%	-$93	0.01%	600
2023 Q1	$234K	Buy	+5,028	New	+$233K	0.01%	600

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 $1.6B AUM 20.7% 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

Integrated Advisors Network's VMBS Position: Q4 2024 in Review

Integrated Advisors Network sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2024, closing a stake of 5,041 shares — an estimated $238K sold.

Integrated Advisors Network first reported a position in VMBS in Q1 2023 and held it in 7 quarters. The position peaked at $238K in Q3 2024. 631 funds tracked by Wall St. Rank hold VMBS as of Q4 2024.

Integrated Advisors Network reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2024 after selling out during the quarter.
Integrated Advisors Network sold 5,041 Vanguard Mortgage-Backed Securities ETF shares in Q4 2024, an estimated $238K.
Integrated Advisors Network first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2023 and held it in 7 quarters.
Integrated Advisors Network's Vanguard Mortgage-Backed Securities ETF position peaked at $238K in Q3 2024.
631 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2024.

Based on Integrated Advisors Network's 13F filing for Q4 2024, filed 25 Feb 2025.