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

SteelPeak Wealth’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 Q1	–	Sell	-28,091	Closed	-$1.27M	–	689
2024 Q4	$1.27M	Buy	+28,091	New	+$1.29M	0.05%	220
2024 Q1	–	Sell	-16,107	Closed	-$747K	–	554
2023 Q4	$747K	Buy	+16,107	New	+$712K	0.04%	240
2023 Q1	–	Sell	-24,455	Closed	-$1.11M	–	472
2022 Q4	$1.11M	Buy	+24,455	New	+$1.11M	0.08%	165
2021 Q1	–	Sell	-8,598	Closed	-$465K	–	419
2020 Q4	$465K	Buy	+8,598	New	+$465K	0.04%	214

Other funds holding VMBS

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SteelPeak Wealth's VMBS Position: Q1 2025 in Review

SteelPeak Wealth sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2025, closing a stake of 28,091 shares — an estimated $1.27M sold.

SteelPeak Wealth first reported a position in VMBS in Q4 2020 and held it in 4 quarters. The position peaked at $1.27M in Q4 2024. 618 funds tracked by Wall St. Rank hold VMBS as of Q1 2025.

SteelPeak Wealth reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2025 after selling out during the quarter.
SteelPeak Wealth sold 28,091 Vanguard Mortgage-Backed Securities ETF shares in Q1 2025, an estimated $1.27M.
SteelPeak Wealth first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2020 and held it in 4 quarters.
SteelPeak Wealth's Vanguard Mortgage-Backed Securities ETF position peaked at $1.27M in Q4 2024.
618 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.