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Stelac Advisory Services’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Stelac Advisory Services’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
-6,427
Closed -$302K – 123
2025
Q3 		$302K Hold
6,427
– – 0.1% 68
2025
Q2 		$298K Hold
6,427
– – 0.11% 69
2025
Q1 		$298K Buy
+6,427
New +$294K 0.12% 66
2022
Q3 		– Sell
-2,167
Closed -$104K – 171
2022
Q2 		$104K Hold
2,167
– – 0.04% 166
2022
Q1 		$109K Buy
2,167
+192
+10% +$9.86K 0.04% 165
2021
Q4 		$104K Buy
+1,975
New +$105K 0.03% 185

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

Stelac Advisory Services's VMBS Position: Q4 2025 in Review

Stelac Advisory Services sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2025, closing a stake of 6,427 shares — an estimated $302K sold.

Stelac Advisory Services first reported a position in VMBS in Q4 2021 and held it in 6 quarters. The position peaked at $302K in Q3 2025. 692 funds tracked by Wall St. Rank hold VMBS as of Q4 2025.

  • Stelac Advisory Services reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Stelac Advisory Services sold 6,427 Vanguard Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $302K.
  • Stelac Advisory Services first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2021 and held it in 6 quarters.
  • Stelac Advisory Services's Vanguard Mortgage-Backed Securities ETF position peaked at $302K in Q3 2025.
  • 692 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2025.

Based on Stelac Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.