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Goldstone Financial Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Goldstone Financial Group’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
2023
Q3 		– Sell
-5,054
Closed -$232K – 169
2023
Q2 		$232K Sell
5,054
-523
-9% -$24.2K 0.07% 151
2023
Q1 		$260K Buy
+5,577
New +$259K 0.09% 126

Other funds holding VMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Goldstone Financial Group's VMBS Position: Q3 2023 in Review

Goldstone Financial Group sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2023, closing a stake of 5,054 shares — an estimated $232K sold.

Goldstone Financial Group first reported a position in VMBS in Q1 2023 and held it in 2 quarters. The position peaked at $260K in Q1 2023. 535 funds tracked by Wall St. Rank hold VMBS as of Q3 2023.

  • Goldstone Financial Group reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2023 after selling out during the quarter.
  • Goldstone Financial Group sold 5,054 Vanguard Mortgage-Backed Securities ETF shares in Q3 2023, an estimated $232K.
  • Goldstone Financial Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2023 and held it in 2 quarters.
  • Goldstone Financial Group's Vanguard Mortgage-Backed Securities ETF position peaked at $260K in Q1 2023.
  • 535 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2023.

Based on Goldstone Financial Group's 13F filing for Q3 2023, filed 15 Jan 2025.