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

Kingswood Wealth 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
Q2 		– Sell
-4,804
Closed -$222K – 793
2025
Q1 		$222K Sell
4,804
-1,030
-18% -$47.1K 0.02% 647
2024
Q4 		$265K Buy
+5,834
New +$268K 0.02% 653

Other funds holding VMBS

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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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

Kingswood Wealth Advisors's VMBS Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2025, closing a stake of 4,804 shares — an estimated $222K sold.

Kingswood Wealth Advisors first reported a position in VMBS in Q4 2024 and held it in 2 quarters. The position peaked at $265K in Q4 2024. 625 funds tracked by Wall St. Rank hold VMBS as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 4,804 Vanguard Mortgage-Backed Securities ETF shares in Q2 2025, an estimated $222K.
  • Kingswood Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $265K in Q4 2024.
  • 625 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.