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Milestone Asset Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Milestone Asset 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
-18,679
Closed -$877K – 260
2025
Q3 		$877K Sell
18,679
-16,210
-46% -$753K 0.17% 101
2025
Q2 		$1.62M Buy
+34,889
New +$1.6M 0.34% 51

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $617B AUM 30.33% 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 $120B AUM 27.84% 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 $369B AUM 28.27% 1-Year Est. Return

Milestone Asset Management's VMBS Position: Q4 2025 in Review

Milestone Asset Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2025, closing a stake of 18,679 shares — an estimated $877K sold.

Milestone Asset Management first reported a position in VMBS in Q2 2025 and held it in 2 quarters. The position peaked at $1.62M in Q2 2025. 694 funds tracked by Wall St. Rank hold VMBS as of Q4 2025.

  • Milestone Asset Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Milestone Asset Management sold 18,679 Vanguard Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $877K.
  • Milestone Asset Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2025 and held it in 2 quarters.
  • Milestone Asset Management's Vanguard Mortgage-Backed Securities ETF position peaked at $1.62M in Q2 2025.
  • 694 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2025.

Based on Milestone Asset Management's 13F filing for Q4 2025, filed 28 Jan 2026.