Sykon Capital’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Sykon Capital’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
2026 Q1	–	Sell	-76,573	Closed	-$3.61M	–	121
2025 Q4	$3.61M	Buy	76,573 +5,065	+7%	+$239K	1.16%	21
2025 Q3	$3.36M	Buy	71,508 +31,081	+77%	+$1.44M	1.12%	31
2025 Q2	$1.87M	Sell	40,427 -33,102	-45%	-$1.51M	0.68%	42
2025 Q1	$3.41M	Buy	+73,529	New	+$3.36M	1.29%	23
2024 Q4	–	Sell	-59,234	Closed	-$2.8M	–	100
2024 Q3	$2.8M	Sell	59,234 -20,793	-26%	-$969K	0.99%	38
2024 Q2	$3.63M	Buy	80,027 +11,053	+16%	+$497K	1.37%	24
2024 Q1	$3.15M	Buy	68,974 +42,645	+162%	+$1.94M	1.14%	29
2023 Q4	$1.22M	Buy	+26,329	New	+$1.16M	0.49%	48

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sykon Capital's VMBS Position: Q1 2026 in Review

Sykon Capital sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2026, closing a stake of 76,573 shares — an estimated $3.61M sold.

Sykon Capital first reported a position in VMBS in Q4 2023 and held it in 8 quarters. The position peaked at $3.63M in Q2 2024. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

Sykon Capital reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
Sykon Capital sold 76,573 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $3.61M.
Sykon Capital first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and held it in 8 quarters.
Sykon Capital's Vanguard Mortgage-Backed Securities ETF position peaked at $3.63M in Q2 2024.
705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Sykon Capital's 13F filing for Q1 2026, filed 22 Apr 2026.