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Golden State Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Golden State Wealth Management’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 		$25.6K Buy
546
+6
+1% +$281 ﹤0.01% 897
2026
Q1 		$25.4K Sell
540
-4,589
-89% -$217K ﹤0.01% 861
2025
Q4 		$242K Buy
5,129
+8
+0.2% +$377 0.03% 365
2025
Q3 		$241K Buy
5,121
+300
+6% +$13.9K 0.03% 352
2025
Q2 		$223K Sell
4,821
-1,723
-26% -$78.9K 0.03% 343
2025
Q1 		$303K Sell
6,544
-1,117
-15% -$51.1K 0.05% 286
2024
Q4 		$347K Buy
+7,661
New +$352K 0.05% 255
2022
Q1 		$1.77M Buy
35,371
+25,440
+256% +$1.31M 0.35% 57
2021
Q4 		$525K Buy
9,931
+3,405
+52% +$180K 0.09% 197
2021
Q3 		$348K Buy
6,526
+856
+15% +$45.8K 0.08% 208
2021
Q2 		$303K Buy
5,670
+1,099
+24% +$58.8K 0.07% 227
2021
Q1 		$243K Sell
4,571
-444
-9% -$23.9K 0.08% 171
2020
Q4 		$271K Sell
5,015
-638
-11% -$34.5K 0.08% 194
2020
Q3 		$307K Buy
5,653
+109
+2% +$5.92K 0.1% 141
2020
Q2 		$301K Sell
5,544
-229
-4% -$12.5K 0.08% 168
2020
Q1 		$315K Buy
+5,773
New +$309K 0.14% 109
2019
Q4 		– Sell
-3,910
Closed -$208K – 922
2019
Q3 		$208K Buy
3,910
+11
+0.3% +$583 0.07% 196
2019
Q2 		$205K Buy
3,899
+2,375
+156% +$124K 0.07% 224
2019
Q1 		$80K Buy
+1,524
New +$78.9K 0.03% 356

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Golden State Wealth Management's VMBS Position: Q2 2026 in Review

Golden State Wealth Management increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 1.1% in Q2 2026, buying an estimated $281 and bringing the position to 546 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Golden State Wealth Management first reported a position in VMBS in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.77M in Q1 2022. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Golden State Wealth Management held 546 shares of Vanguard Mortgage-Backed Securities ETF worth $25.6K as of Q2 2026.
  • Golden State Wealth Management bought 6 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $281.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #897 holding.
  • Golden State Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $1.77M in Q1 2022.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.