Golden State Equity Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Golden State Equity Partners’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 Q2	–	Sell	-583	Closed	-$27.5K	–	1696
2026 Q1	$27.5K	Buy	+583	New	+$27.5K	﹤0.01%	1018
2024 Q4	–	Sell	-38	Closed	-$1.79K	–	870
2024 Q3	$1.79K	Buy	+38	New	+$1.77K	﹤0.01%	809
2023 Q3	–	Sell	-5,760	Closed	-$265K	–	358
2023 Q2	$265K	Buy	5,760 +220	+4%	+$10.2K	0.07%	306
2023 Q1	$258K	Buy	+5,540	New	+$257K	0.14%	164

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Golden State Equity Partners's VMBS Position: Q2 2026 in Review

Golden State Equity Partners sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026, closing a stake of 583 shares — an estimated $27.5K sold.

Golden State Equity Partners first reported a position in VMBS in Q1 2023 and held it in 4 quarters. The position peaked at $265K in Q2 2023. 710 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Golden State Equity Partners reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 583 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $27.5K.
Golden State Equity Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2023 and held it in 4 quarters.
Golden State Equity Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $265K in Q2 2023.
710 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.