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

Sugarloaf 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 		$49.4K Sell
1,089
-717
-40% -$33K 0.01% 295
2024
Q3 		$85.3K Buy
1,806
+459
+34% +$21.4K 0.02% 245
2024
Q2 		$61.2K Buy
1,347
+376
+39% +$16.9K 0.01% 276
2024
Q1 		$44.3K Buy
971
+399
+70% +$18.2K 0.01% 305
2023
Q4 		$26.5K Buy
+572
New +$25.3K 0.01% 355

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

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

Sugarloaf Wealth Management reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 40% in Q4 2024, selling an estimated $33K and leaving 1,089 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #295.

Sugarloaf Wealth Management first reported a position in VMBS in Q4 2023 and has held it in 5 quarters since. The position peaked at $85.3K in Q3 2024. 631 funds tracked by Wall St. Rank hold VMBS as of Q4 2024.

  • Sugarloaf Wealth Management held 1,089 shares of Vanguard Mortgage-Backed Securities ETF worth $49.4K as of Q4 2024.
  • Sugarloaf Wealth Management sold 717 Vanguard Mortgage-Backed Securities ETF shares in Q4 2024, an estimated $33K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #295 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and has held it in 5 quarters since.
  • Sugarloaf Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $85.3K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.