SPW
VMBS icon

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

Surience Private 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
Q4 		– Sell
-13,490
Closed -$633K – 49
2025
Q3 		$633K Sell
13,490
-53,269
-80% -$2.47M 0.58% 25
2025
Q2 		$3.09M Buy
+66,759
New +$3.06M 2.91% 12

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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

Surience Private Wealth's VMBS Position: Q4 2025 in Review

Surience Private Wealth sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2025, closing a stake of 13,490 shares — an estimated $633K sold.

Surience Private Wealth first reported a position in VMBS in Q2 2025 and held it in 2 quarters. The position peaked at $3.09M in Q2 2025. 689 funds tracked by Wall St. Rank hold VMBS as of Q4 2025.

  • Surience Private Wealth reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Surience Private Wealth sold 13,490 Vanguard Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $633K.
  • Surience Private Wealth first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2025 and held it in 2 quarters.
  • Surience Private Wealth's Vanguard Mortgage-Backed Securities ETF position peaked at $3.09M in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2025.

Based on Surience Private Wealth's 13F filing for Q4 2025, filed 16 Jan 2026.