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Promus Capital’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Promus Capital’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
Q3 		$1.88K Hold
40
– – ﹤0.01% 282
2025
Q2 		$1.85K Hold
40
– – ﹤0.01% 290
2025
Q1 		$1.85K Hold
40
– – ﹤0.01% 297
2024
Q4 		$1.81K Buy
+40
New +$1.84K ﹤0.01% 291

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 $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Promus Capital's VMBS Position: Q3 2025 in Review

Promus Capital held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q3 2025 at 40 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Promus Capital first reported a position in VMBS in Q4 2024 and has held it in 4 quarters since. 628 funds tracked by Wall St. Rank hold VMBS as of Q3 2025.

  • Promus Capital held 40 shares of Vanguard Mortgage-Backed Securities ETF worth $1.88K as of Q3 2025.
  • Promus Capital left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q3 2025.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Promus Capital's portfolio in Q3 2025, its #282 holding.
  • Promus Capital first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and has held it in 4 quarters since.
  • 628 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.