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Palouse Capital Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Palouse Capital 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
Q1 		– Sell
-123
Closed -$5.79K – 173
2025
Q4 		$5.79K Buy
+123
New +$5.79K ﹤0.01% 145

Other funds holding VMBS

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 $424B AUM 22.96% 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 $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Palouse Capital Management's VMBS Position: Q1 2026 in Review

Palouse Capital Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2026, closing a stake of 123 shares — an estimated $5.79K sold.

Palouse Capital Management first reported a position in VMBS in Q4 2025 and held it in 1 quarter. The position peaked at $5.79K in Q4 2025. 706 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Palouse Capital Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Palouse Capital Management sold 123 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $5.79K.
  • Palouse Capital Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2025 and held it in 1 quarter.
  • Palouse Capital Management's Vanguard Mortgage-Backed Securities ETF position peaked at $5.79K in Q4 2025.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Palouse Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.