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

LBMC Investment 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 		– Sell
-6,614
Closed -$306K – 241
2025
Q2 		$306K Hold
6,614
– – 0.02% 168
2025
Q1 		$306K Sell
6,614
-149
-2% -$6.81K 0.02% 160
2024
Q4 		$307K Hold
6,763
– – 0.02% 159
2024
Q3 		$319K Hold
6,763
– – 0.03% 145
2024
Q2 		$307K Hold
6,763
– – 0.03% 143
2024
Q1 		$308K Hold
6,763
– – 0.03% 140
2023
Q4 		$314K Hold
6,763
– – 0.03% 124
2023
Q3 		$289K Hold
6,763
– – 0.03% 123
2023
Q2 		$311K Hold
6,763
– – 0.03% 120
2023
Q1 		$315K Hold
6,763
– – 0.03% 120
2022
Q4 		$308K Hold
6,763
– – 0.03% 117
2022
Q3 		$305K Sell
6,763
-1,936
-22% -$92.2K 0.04% 112
2022
Q2 		$416K Buy
+8,699
New +$419K 0.05% 90
2021
Q2 		– Sell
-4,447
Closed -$237K – 169
2021
Q1 		$237K Buy
+4,447
New +$239K 0.03% 121

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LBMC Investment Advisors's VMBS Position: Q3 2025 in Review

LBMC Investment Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2025, closing a stake of 6,614 shares — an estimated $306K sold.

LBMC Investment Advisors first reported a position in VMBS in Q1 2021 and held it in 14 quarters. The position peaked at $416K in Q2 2022. 628 funds tracked by Wall St. Rank hold VMBS as of Q3 2025.

  • LBMC Investment Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2025 after selling out during the quarter.
  • LBMC Investment Advisors sold 6,614 Vanguard Mortgage-Backed Securities ETF shares in Q3 2025, an estimated $306K.
  • LBMC Investment Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2021 and held it in 14 quarters.
  • LBMC Investment Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $416K in Q2 2022.
  • 628 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2025.

Based on LBMC Investment Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.