OLVIG
VMBS icon

Oliver Lagore Vanvalin Investment Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 		$79.9K Buy
+1,725
New +$78.9K 0.03% 202
2024
Q4 		$95.2K Sell
2,099
-506
-19% -$23.3K 0.02% 182
2024
Q3 		$123K Sell
2,605
-920
-26% -$42.9K 0.03% 160
2024
Q2 		$160K Buy
3,525
+34
+1% +$1.53K 0.05% 132
2024
Q1 		$159K Sell
3,491
-2,231
-39% -$102K 0.05% 143
2023
Q4 		$265K Sell
5,722
-8,386
-59% -$371K 0.1% 96
2023
Q3 		$618K Sell
14,108
-23,374
-62% -$1.05M 0.24% 69
2023
Q2 		$1.72M Buy
+37,482
New +$1.73M 0.63% 30

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

Oliver Lagore Vanvalin Investment Group's VMBS Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2025: 1,725 shares worth $79.9K. The stake represents 0.03% of the portfolio and ranks #202 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in VMBS as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in VMBS in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.72M in Q2 2023. 625 funds tracked by Wall St. Rank hold VMBS as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 1,725 shares of Vanguard Mortgage-Backed Securities ETF worth $79.9K as of Q2 2025.
  • Vanguard Mortgage-Backed Securities ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Vanguard Mortgage-Backed Securities ETF made up 0.03% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #202 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2023 and has held it in 8 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Vanguard Mortgage-Backed Securities ETF position peaked at $1.72M in Q2 2023.
  • 625 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.