Salem Investment Counselors
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Salem Investment Counselors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Salem Investment Counselors’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
Q3 		– Sell
-73
Closed -$3.42K – 1128
2026
Q2 		$3.42K Hold
73
– – ﹤0.01% 1049
2026
Q1 		$3.43K Buy
+73
New +$3.45K ﹤0.01% 1017
2025
Q4 		– Sell
-259
Closed -$12.2K – 1120
2025
Q3 		$12.2K Buy
+259
New +$12K ﹤0.01% 845
2025
Q2 		– Sell
-226
Closed -$10.5K – 1267
2025
Q1 		$10.5K Hold
226
– – ﹤0.01% 836
2024
Q4 		$10.2K Buy
+226
New +$10.4K ﹤0.01% 833
2023
Q1 		– Sell
-956
Closed -$43.5K – 1162
2022
Q4 		$43.5K Buy
+956
New +$43.3K ﹤0.01% 544

Other funds holding VMBS

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Salem Investment Counselors's VMBS Position: Q3 2026 in Review

Salem Investment Counselors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2026, closing a stake of 73 shares — an estimated $3.42K sold.

Salem Investment Counselors first reported a position in VMBS in Q4 2022 and held it in 6 quarters. The position peaked at $43.5K in Q4 2022. 94 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Salem Investment Counselors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2026 after selling out during the quarter.
  • Salem Investment Counselors sold 73 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $3.42K.
  • Salem Investment Counselors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2022 and held it in 6 quarters.
  • Salem Investment Counselors's Vanguard Mortgage-Backed Securities ETF position peaked at $43.5K in Q4 2022.
  • 94 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.