Rise Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Rise Advisors’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	-273	Closed	-$12.8K	–	1381
2025 Q3	$12.8K	Buy	273 +3	+1%	+$139	﹤0.01%	860
2025 Q2	$12.5K	Sell	270 -35	-11%	-$1.6K	0.01%	857
2025 Q1	$14.1K	Buy	305 +2	+0.7%	+$91	0.01%	743
2024 Q4	$13.7K	Buy	303 +4	+1%	+$184	0.01%	872
2024 Q3	$14.1K	Sell	299 -2,309	-89%	-$108K	0.01%	900
2024 Q2	$118K	Buy	2,608 +26	+1%	+$1.17K	0.06%	131
2024 Q1	$118K	Buy	2,582 +16	+0.6%	+$730	0.06%	131
2023 Q4	$119K	Buy	+2,566	New	+$113K	0.08%	93
2023 Q1	–	Sell	-18	Closed	-$821	–	824
2022 Q4	$821	Buy	+18	New	+$815	﹤0.01%	671

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

Rise Advisors's VMBS Position: Q4 2025 in Review

Rise Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2025, closing a stake of 273 shares — an estimated $12.8K sold.

Rise Advisors first reported a position in VMBS in Q4 2022 and held it in 9 quarters. The position peaked at $119K in Q4 2023. 692 funds tracked by Wall St. Rank hold VMBS as of Q4 2025.

Rise Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 273 Vanguard Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $12.8K.
Rise Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2022 and held it in 9 quarters.
Rise Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $119K in Q4 2023.
692 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.