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Meridian Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Meridian 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
Q4 		– Sell
-11,750
Closed -$550K – 785
2025
Q3 		$550K Buy
11,750
+4,959
+73% +$230K 0.02% 451
2025
Q2 		$315K Buy
+6,791
New +$311K 0.01% 548
2022
Q3 		– Sell
-4,520
Closed -$216K – 569
2022
Q2 		$216K Buy
+4,520
New +$218K 0.02% 502

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 $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Meridian Wealth Management's VMBS Position: Q4 2025 in Review

Meridian Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2025, closing a stake of 11,750 shares — an estimated $550K sold.

Meridian Wealth Management first reported a position in VMBS in Q2 2022 and held it in 3 quarters. The position peaked at $550K in Q3 2025. 689 funds tracked by Wall St. Rank hold VMBS as of Q4 2025.

  • Meridian Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Meridian Wealth Management sold 11,750 Vanguard Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $550K.
  • Meridian Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2022 and held it in 3 quarters.
  • Meridian Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $550K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2025.

Based on Meridian Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.