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Lord & Richards Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Lord & Richards Wealth Management’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
-4,404
Closed -$204K – 162
2025
Q1 		$204K Sell
4,404
-1,130
-20% -$51.7K 0.23% 69
2024
Q4 		$251K Buy
+5,534
New +$254K 0.53% 58

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

Lord & Richards Wealth Management's VMBS Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2025, closing a stake of 4,404 shares — an estimated $204K sold.

Lord & Richards Wealth Management first reported a position in VMBS in Q4 2024 and held it in 2 quarters. The position peaked at $251K in Q4 2024. 625 funds tracked by Wall St. Rank hold VMBS as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 4,404 Vanguard Mortgage-Backed Securities ETF shares in Q2 2025, an estimated $204K.
  • Lord & Richards Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $251K in Q4 2024.
  • 625 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.