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SouthState Corp’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

SouthState Corp’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
-36
Closed -$1.7K – 1392
2025
Q4 		$1.7K Buy
+36
New +$1.7K ﹤0.01% 1019
2025
Q1 		– Sell
-253
Closed -$11.5K – 1736
2024
Q4 		$11.5K Buy
+253
New +$11.6K ﹤0.01% 486
2024
Q1 		– Sell
-1,237
Closed -$57.3K – 748
2023
Q4 		$57.3K Buy
+1,237
New +$54.7K ﹤0.01% 340
2022
Q3 		– Sell
-2,449
Closed -$117K – 737
2022
Q2 		$117K Buy
+2,449
New +$118K 0.01% 305

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $617B AUM 30.33% 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 $120B AUM 27.84% 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 $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SouthState Corp's VMBS Position: Q1 2026 in Review

SouthState Corp sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2026, closing a stake of 36 shares — an estimated $1.7K sold.

SouthState Corp first reported a position in VMBS in Q2 2022 and held it in 4 quarters. The position peaked at $117K in Q2 2022. 712 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • SouthState Corp reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
  • SouthState Corp sold 36 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $1.7K.
  • SouthState Corp first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2022 and held it in 4 quarters.
  • SouthState Corp's Vanguard Mortgage-Backed Securities ETF position peaked at $117K in Q2 2022.
  • 712 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.