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

Transform 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 		$405K Buy
8,746
+1,938
+28% +$88.6K 0.02% 187
2024
Q4 		$309K Buy
6,808
+1,979
+41% +$91K 0.02% 214
2024
Q3 		$228K Buy
4,829
+356
+8% +$16.6K 0.02% 205
2024
Q2 		$203K Buy
+4,473
New +$201K 0.02% 210

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
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 $58.2B AUM 22.78% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Transform Wealth's VMBS Position: Q1 2025 in Review

Transform Wealth increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 28% in Q1 2025, buying an estimated $88.6K and bringing the position to 8,746 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #187.

Transform Wealth first reported a position in VMBS in Q2 2024 and has held it in 4 quarters since. 617 funds tracked by Wall St. Rank hold VMBS as of Q1 2025.

  • Transform Wealth held 8,746 shares of Vanguard Mortgage-Backed Securities ETF worth $405K as of Q1 2025.
  • Transform Wealth bought 1,938 Vanguard Mortgage-Backed Securities ETF shares in Q1 2025, an estimated $88.6K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #187 holding.
  • Transform Wealth first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2024 and has held it in 4 quarters since.
  • 617 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.