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Sonora Investment Management Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Sonora Investment Management Group’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 		$878K Hold
18,691
– – 0.06% 135
2025
Q2 		$866K Sell
18,691
-200
-1% -$9.15K 0.06% 139
2025
Q1 		$875K Buy
18,891
+199
+1% +$9.1K 0.07% 134
2024
Q4 		$847K Buy
18,692
+4
+0% +$184 0.06% 138
2024
Q3 		$882K Buy
+18,688
New +$871K 0.07% 140

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 22.96% 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

Sonora Investment Management Group's VMBS Position: Q3 2025 in Review

Sonora Investment Management Group held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q3 2025 at 18,691 shares worth $878K. The position accounts for 0.06% of the portfolio, ranked #135.

Sonora Investment Management Group first reported a position in VMBS in Q3 2024 and has held it in 5 quarters since. The position peaked at $882K in Q3 2024. 628 funds tracked by Wall St. Rank hold VMBS as of Q3 2025.

  • Sonora Investment Management Group held 18,691 shares of Vanguard Mortgage-Backed Securities ETF worth $878K as of Q3 2025.
  • Sonora Investment Management Group left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q3 2025.
  • Vanguard Mortgage-Backed Securities ETF made up 0.06% of Sonora Investment Management Group's portfolio in Q3 2025, its #135 holding.
  • Sonora Investment Management Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2024 and has held it in 5 quarters since.
  • Sonora Investment Management Group's Vanguard Mortgage-Backed Securities ETF position peaked at $882K in Q3 2024.
  • 628 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.