Pacifica Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Pacifica Partners’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	-133	Closed	-$6.25K	–	516
2025 Q3	$6.25K	Hold	133	–	–	﹤0.01%	374
2025 Q2	$6.14K	Buy	+133	New	+$6.09K	﹤0.01%	376
2024 Q3	–	Sell	-116	Closed	-$5.25K	–	549
2024 Q2	$5.25K	Buy	+116	New	+$5.22K	﹤0.01%	400
2023 Q1	–	Sell	-112	Closed	-$5.12K	–	511
2022 Q4	$5.12K	Hold	112	–	–	﹤0.01%	347
2022 Q3	$5K	Sell	112 -169	-60%	-$8.04K	﹤0.01%	371
2022 Q2	$13K	Hold	281	–	–	0.01%	284
2022 Q1	$14K	Hold	281	–	–	0.01%	273
2021 Q4	$15K	Hold	281	–	–	0.01%	267
2021 Q3	$15K	Hold	281	–	–	0.01%	257
2021 Q2	$15K	Hold	281	–	–	0.01%	242
2021 Q1	$15K	Hold	281	–	–	0.01%	228
2020 Q4	$15K	Buy	+281	New	+$15.2K	0.01%	212

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pacifica Partners's VMBS Position: Q4 2025 in Review

Pacifica Partners sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2025, closing a stake of 133 shares — an estimated $6.25K sold.

Pacifica Partners first reported a position in VMBS in Q4 2020 and held it in 12 quarters. The position peaked at $15K in Q4 2021. 692 funds tracked by Wall St. Rank hold VMBS as of Q4 2025.

Pacifica Partners reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
Pacifica Partners sold 133 Vanguard Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $6.25K.
Pacifica Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2020 and held it in 12 quarters.
Pacifica Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $15K in Q4 2021.
692 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2025.

Based on Pacifica Partners's 13F filing for Q4 2025, filed 9 Jan 2026.