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

Sage Mountain 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
2024
Q4 		– Sell
-20
Closed -$944 – 520
2024
Q3 		$944 Buy
+20
New +$932 ﹤0.01% 484
2024
Q1 		– Sell
-32
Closed -$1.48K – 427
2023
Q4 		$1.48K Hold
32
– – ﹤0.01% 350
2023
Q3 		$1.4K Hold
32
– – ﹤0.01% 357
2023
Q2 		$1.47K Buy
+32
New +$1.48K ﹤0.01% 349

Other funds holding VMBS

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sage Mountain Advisors's VMBS Position: Q4 2024 in Review

Sage Mountain Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2024, closing a stake of 20 shares — an estimated $944 sold.

Sage Mountain Advisors first reported a position in VMBS in Q2 2023 and held it in 4 quarters. The position peaked at $1.48K in Q4 2023. 632 funds tracked by Wall St. Rank hold VMBS as of Q4 2024.

  • Sage Mountain Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 20 Vanguard Mortgage-Backed Securities ETF shares in Q4 2024, an estimated $944.
  • Sage Mountain Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2023 and held it in 4 quarters.
  • Sage Mountain Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $1.48K in Q4 2023.
  • 632 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2024.

Based on Sage Mountain Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.