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

Sachetta’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 		– Sell
-14
Closed -$632 – 1134
2025
Q2 		$632 Buy
14
+1
+8% +$46 ﹤0.01% 1024
2025
Q1 		$625 Sell
13
-77
-86% -$3.52K ﹤0.01% 1007
2024
Q4 		$4.08K Buy
90
+31
+53% +$1.43K ﹤0.01% 639
2024
Q3 		$2.78K Hold
59
– – ﹤0.01% 796
2024
Q2 		$2.7K Sell
59
-284
-83% -$12.8K ﹤0.01% 744
2024
Q1 		$15.9K Hold
343
– – 0.01% 338
2023
Q4 		$15.9K Buy
+343
New +$15.2K 0.01% 338

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $120B AUM 27.84% 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

Sachetta's VMBS Position: Q3 2025 in Review

Sachetta sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2025, closing a stake of 14 shares — an estimated $632 sold.

Sachetta first reported a position in VMBS in Q4 2023 and held it in 7 quarters. The position peaked at $15.9K in Q1 2024. 628 funds tracked by Wall St. Rank hold VMBS as of Q3 2025.

  • Sachetta reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Sachetta sold 14 Vanguard Mortgage-Backed Securities ETF shares in Q3 2025, an estimated $632.
  • Sachetta first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and held it in 7 quarters.
  • Sachetta's Vanguard Mortgage-Backed Securities ETF position peaked at $15.9K in Q1 2024.
  • 628 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2025.

Based on Sachetta's 13F filing for Q3 2025, filed 24 Oct 2025.