VVBIX Mutual Fund

VVBIX Mutual Fund

NAV$9.37
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Showing top 50 of 582 holdings · as of Jul 31, 2026
VVBIX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtUs Treas Nts
6.26%
6.3%120,190,000$117.78M--
2DebtUS Treasury Bonds 1.62% 15-11-2050Financials · Diversified Financial Services
4.58%
10.8%173,979,000$86.09MFinancialsDiversified Financial Services
Sector and industry · Pro
3DebtUnited States Treasury Note/Bond
3.06%
13.9%59,170,000$57.58M
4DebtTreasury Note (Old) 4.136/15/2029
2.90%
16.8%54,910,000$54.61M
5DebtUnited States Treasury Note/Bond - When Issued 3.63% 31Aug2029
2.48%
19.3%47,667,000$46.69M
6DebtUs Treasury N/B
2.48%
21.8%48,730,000$46.58M
7DebtUnited States Treasury Note/Bond
2.08%
23.8%55,219,000$39.18M
8DebtFederal Home Loan Mortgage Corporation
1.89%
25.7%45,241,959$35.58M
9Fnma Pool Fs7949 Fn 05/52 Fixed Var
1.52%
27.3%32,966,214$28.67M
10DebtTreasury Note (Otr) 4.256/30/2033
1.47%
28.7%28,240,000$27.73M
11DebtWi Treasury Sec 08/55 4.75
1.17%
29.9%23,900,000$22.07M
12DebtFannie Mae Or Freddie Mac
1.13%
31.0%26,060,000$21.20M
13DebtPimco Mortgage-Backed Securities Active Exchange-Traded Fund Usetf
1.13%
32.1%24,080,000$21.32M
14DebtPimco Mortgage-Backed Securities Active Exchange-Traded Fund Usetf
1.09%
33.2%21,930,000$20.59M
15Fannie Mae Or Freddie Mac 2050-08-15
1.07%
34.3%20,940,000$20.20M
16Umbs Tba
1.02%
35.3%21,000,000$19.13M
17DebtUs Treas Nts
0.85%
36.2%16,364,000$15.92M
18Fnma Pool Dc1854 Fn 09/54 Fixed 6
0.84%
37.0%15,503,546$15.72M
19Fannie Mae Pool Umbs P#Fs8579 2.00000000
0.83%
37.9%18,406,398$15.69M
20Tba Umbs Single 5.5%
0.81%
38.7%15,360,000$15.19M
21Glaukos Corp Sr Nt Conv 2027-06-15
0.72%
39.4%14,000,000$13.55M
22Freddie Mac Pool
0.68%
40.1%15,401,477$12.80M
23DebtGovernment National Mortgage A
0.61%
40.7%14,262,390$11.43M
24Gnma 2.5 2050-08-15
0.58%
41.3%13,010,000$10.86M
25DebtPimco Mortgage-Backed Securities Active Exchange-Traded Fund Usetf
0.55%
41.8%11,500,000$10.39M
26Gnma 5.5 2052-08-18
0.53%
42.3%10,000,000$9.93M
27Fannie Mae Pool
0.53%
42.9%12,689,532$10.00M
28Federal National Mortgage Association (Fnma)
0.53%
43.4%12,213,888$10.02M
29DebtGinnie Mae Ii Pool
0.49%
43.9%10,255,236$9.21M
30Fhlmc, Series 5466, Class Fg 4.6172088 2054-10-25
0.49%
44.4%9,143,185$9.17M
31DebtUs Treasury N/B 04/28 3.75 3.75
0.48%
44.9%9,070,000$8.99M
32Dryden Senior Loan Fund Drslf 2019 75A Ar3 144A
0.47%
45.3%8,835,170$8.84M
33Ginnie Mae Ii Poolg2 Ma8874
0.46%
45.8%9,871,693$8.59M
34Ginnie Mae Ii Pool
0.43%
46.2%7,953,686$8.02M
35DebtU.S. Treasury Bond 1.375%, 11/15/40
0.41%
46.6%12,460,000$7.76M
36DebtPimco Mortgage-Backed Securities Active Exchange-Traded Fund Usetf
0.39%
47.0%8,140,000$7.36M
37Gnma Ii Pool 787407 G2 02/52 Fixed 2.5
0.39%
47.4%8,733,172$7.26M
38Fannie Mae Or Freddie Mac 15Yr Tba (August) 1.500000% 08/17/2169
0.38%
47.8%8,000,000$7.06M
39Hyundai Auto Receivables Trust Hart 2025 B A3
0.38%
48.2%7,058,000$7.06M
40Goldman Sachs Var 04/29
0.35%
48.5%6,650,000$6.54M
41Goldman Sachs Group Inc/The 2.38% 21Jul2032
0.35%
48.9%7,620,000$6.66M
42Spst 2025-7 A 11/26 4.89 2026-11-24
0.34%
49.2%6,408,000$6.39M
43DebtUs Treasury N/B T 4 1/
0.34%
49.5%6,560,000$6.47M
44DebtStation Place Securitization T Spst 2026 2 A 144A
0.32%
49.9%6,076,000$6.08M
45Debt-
0.31%
50.2%5,848,000$5.85M
46DebtGm Financial Revolving Receivables Trust 2024-1
0.31%
50.5%5,693,000$5.74M
47Spst 2025-3 A 9/26 0.00 2026-09-23
0.31%
50.8%5,890,000$5.88M
48Fannie Mae Fnr 2024 39 Df
0.31%
51.1%5,765,256$5.77M
49DebtBank Of America Corp
0.30%
51.4%6,640,000$5.73M
50Citigroup Inc
0.30%
51.7%6,390,000$5.69M
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VVBIX Mutual Fund All Holdings

VVBIX holdings total 548 positions. The top 10 holdings account for 28.7% of the fund, led by Us Treas Nts 3.5% 03/15/29 at 6.3%, US Treasury Bonds 1.62% 15-11-2050 at 4.6%, United States Treasury Note/Bond 3.75 01/31/2031 at 3.1%.

VVBIX portfolio concentration is well-diversified, with the top 10 representing 28.7% of total assets. The largest sector exposure is Financials at 37.7%.

VVBIX sectors provide a detailed breakdown. VVBIX overlap shows how holdings compare to other funds in your portfolio.