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Siligmueller & Norvid Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Siligmueller & Norvid Wealth 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
Q3 		$1.36M Buy
+25,308
New +$1.17M 0.61% 42

Other funds holding VMBS

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
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's VMBS Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2025: 25,308 shares worth $1.36M. The stake represents 0.61% of the portfolio and ranks #42 among its holdings.

628 funds tracked by Wall St. Rank hold VMBS as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 25,308 shares of Vanguard Mortgage-Backed Securities ETF worth $1.36M as of Q3 2025.
  • Vanguard Mortgage-Backed Securities ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
  • Vanguard Mortgage-Backed Securities ETF made up 0.61% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #42 holding.
  • 628 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.