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UP Strategic Wealth Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

UP Strategic Wealth Investment Advisors’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 		– Sell
-8,950
Closed -$406K – 89
2024
Q4 		$406K Buy
+8,950
New +$412K 0.41% 45

Other funds holding VMBS

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

UP Strategic Wealth Investment Advisors's VMBS Position: Q1 2025 in Review

UP Strategic Wealth Investment Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2025, closing a stake of 8,950 shares — an estimated $406K sold.

UP Strategic Wealth Investment Advisors first reported a position in VMBS in Q4 2024 and held it in 1 quarter. The position peaked at $406K in Q4 2024. 617 funds tracked by Wall St. Rank hold VMBS as of Q1 2025.

  • UP Strategic Wealth Investment Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2025 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 8,950 Vanguard Mortgage-Backed Securities ETF shares in Q1 2025, an estimated $406K.
  • UP Strategic Wealth Investment Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2024 and held it in 1 quarter.
  • UP Strategic Wealth Investment Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $406K in Q4 2024.
  • 617 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2025.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.