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Lokken Investment Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Lokken Investment 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
2024
Q4 		– Sell
-4,283
Closed -$202K – 160
2024
Q3 		$202K Buy
+4,283
New +$200K 0.08% 147

Other funds holding VMBS

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Lokken Investment Group's VMBS Position: Q4 2024 in Review

Lokken Investment Group sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2024, closing a stake of 4,283 shares — an estimated $202K sold.

Lokken Investment Group first reported a position in VMBS in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 631 funds tracked by Wall St. Rank hold VMBS as of Q4 2024.

  • Lokken Investment Group reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2024 after selling out during the quarter.
  • Lokken Investment Group sold 4,283 Vanguard Mortgage-Backed Securities ETF shares in Q4 2024, an estimated $202K.
  • Lokken Investment Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2024 and held it in 1 quarter.
  • Lokken Investment Group's Vanguard Mortgage-Backed Securities ETF position peaked at $202K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2024.

Based on Lokken Investment Group's 13F filing for Q4 2024, filed 12 Feb 2025.