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Sanctuary Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Sanctuary Wealth Management’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 		$3.76K Hold
83
– – ﹤0.01% 208
2024
Q3 		$3.92K Hold
83
– – ﹤0.01% 209
2024
Q2 		$3.77K Buy
+83
New +$3.73K ﹤0.01% 189

Other funds holding VMBS

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sanctuary Wealth Management's VMBS Position: Q4 2024 in Review

Sanctuary Wealth Management held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q4 2024 at 83 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Sanctuary Wealth Management first reported a position in VMBS in Q2 2024 and has held it in 3 quarters since. The position peaked at $3.92K in Q3 2024. 631 funds tracked by Wall St. Rank hold VMBS as of Q4 2024.

  • Sanctuary Wealth Management held 83 shares of Vanguard Mortgage-Backed Securities ETF worth $3.76K as of Q4 2024.
  • Sanctuary Wealth Management left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q4 2024.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #208 holding.
  • Sanctuary Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2024 and has held it in 3 quarters since.
  • Sanctuary Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $3.92K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.