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Southland Equity Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Southland Equity Partners’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 		$426K Sell
9,110
-1,205
-12% -$56.4K 0.07% 187
2026
Q1 		$484K Buy
10,315
+56
+0.5% +$2.64K 0.09% 154
2025
Q4 		$483K Buy
10,259
+162
+2% +$7.63K 0.1% 149
2025
Q3 		$474K Sell
10,097
-670
-6% -$31.1K 0.1% 146
2025
Q2 		$499K Buy
10,767
+220
+2% +$10.1K 0.11% 131
2025
Q1 		$488K Buy
10,547
+45
+0.4% +$2.06K 0.11% 126
2024
Q4 		$476K Buy
10,502
+85
+0.8% +$3.91K 0.11% 125
2024
Q3 		$492K Buy
10,417
+116
+1% +$5.4K 0.12% 117
2024
Q2 		$468K Buy
10,301
+120
+1% +$5.4K 0.13% 105
2024
Q1 		$464K Sell
10,181
-126
-1% -$5.75K 0.13% 111
2023
Q4 		$478K Buy
10,307
+19
+0.2% +$840 0.15% 99
2023
Q3 		$450K Sell
10,288
-1,459
-12% -$65.7K 0.15% 92
2023
Q2 		$540K Sell
11,747
-37
-0.3% -$1.71K 0.18% 78
2023
Q1 		$549K Buy
11,784
+5
+0% +$232 0.22% 77
2022
Q4 		$536K Sell
11,779
-96
-0.8% -$4.35K 0.21% 69
2022
Q3 		$535K Sell
11,875
-59
-0.5% -$2.81K 0.26% 66
2022
Q2 		$571K Sell
11,934
-721
-6% -$34.7K 0.26% 68
2022
Q1 		$634K Buy
12,655
+326
+3% +$16.7K 0.26% 66
2021
Q4 		$651K Buy
12,329
+629
+5% +$33.3K 0.27% 67
2021
Q3 		$623K Sell
11,700
-6,427
-35% -$343K 0.29% 65
2021
Q2 		$967K Buy
18,127
+3,069
+20% +$164K 0.46% 44
2021
Q1 		$804K Buy
15,058
+1,409
+10% +$75.8K 0.46% 45
2020
Q4 		$738K Buy
+13,649
New +$738K 0.5% 47

Other funds holding VMBS

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PG
Proffitt & Goodson Knoxville, Tennessee $728M AUM 18.62% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Southland Equity Partners's VMBS Position: Q2 2026 in Review

Southland Equity Partners reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 12% in Q2 2026, selling an estimated $56.4K and leaving 9,110 shares worth $426K. The position accounts for 0.07% of the portfolio, ranked #187.

Southland Equity Partners first reported a position in VMBS in Q4 2020 and has held it in 23 quarters since. The position peaked at $967K in Q2 2021. 161 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Southland Equity Partners held 9,110 shares of Vanguard Mortgage-Backed Securities ETF worth $426K as of Q2 2026.
  • Southland Equity Partners sold 1,205 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $56.4K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.07% of Southland Equity Partners's portfolio in Q2 2026, its #187 holding.
  • Southland Equity Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2020 and has held it in 23 quarters since.
  • Southland Equity Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $967K in Q2 2021.
  • 161 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.