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

Sagespring Wealth 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	-5,210	Closed	-$245K	–	815
2025 Q3	$245K	Sell	5,210 -11,815	-69%	-$549K	﹤0.01%	672
2025 Q2	$789K	Sell	17,025 -766	-4%	-$35.1K	0.02%	335
2025 Q1	$824K	Buy	17,791 +1,314	+8%	+$60.1K	0.02%	278
2024 Q4	$747K	Buy	+16,477	New	+$758K	0.02%	269

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $530B AUM 22.01% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $324B AUM 22.36% 1-Year Est. Return

Sagespring Wealth Partners's VMBS Position: Q4 2025 in Review

Sagespring Wealth Partners sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2025, closing a stake of 5,210 shares — an estimated $245K sold.

Sagespring Wealth Partners first reported a position in VMBS in Q4 2024 and held it in 4 quarters. The position peaked at $824K in Q1 2025. 689 funds tracked by Wall St. Rank hold VMBS as of Q4 2025.

Sagespring Wealth Partners reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
Sagespring Wealth Partners sold 5,210 Vanguard Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $245K.
Sagespring Wealth Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and held it in 4 quarters.
Sagespring Wealth Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $824K in Q1 2025.
689 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2025.

Based on Sagespring Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.