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Vermillion & White Wealth Management Group’s DoubleLine Mortgage ETF DMBS Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.07M Buy
143,193
+108,817
+317% +$5.42M 4.07% 7
2025
Q4 		$1.71M Buy
34,376
+432
+1% +$21.5K 0.93% 15
2025
Q3 		$1.69M Buy
33,944
+33,771
+19,521% +$1.66M 0.96% 14
2025
Q2 		$8.49K Hold
173
– – 0.01% 319
2025
Q1 		$8.49K Sell
173
-47,160
-100% -$2.29M 0.01% 294
2024
Q4 		$2.28M Buy
47,333
+287
+0.6% +$14K 1.68% 16
2024
Q3 		$2.37M Buy
+47,046
New +$2.33M 1.75% 15

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Vermillion & White Wealth Management Group's DMBS Position: Q1 2026 in Review

Vermillion & White Wealth Management Group increased its DoubleLine Mortgage ETF (DMBS) stake by 317% in Q1 2026, buying an estimated $5.42M and bringing the position to 143,193 shares worth $7.07M. The position accounts for 4.07% of the portfolio, ranked #7.

Vermillion & White Wealth Management Group first reported a position in DMBS in Q3 2024 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold DMBS as of Q1 2026.

  • Vermillion & White Wealth Management Group held 143,193 shares of DoubleLine Mortgage ETF worth $7.07M as of Q1 2026.
  • Vermillion & White Wealth Management Group bought 108,817 DoubleLine Mortgage ETF shares in Q1 2026, an estimated $5.42M.
  • DoubleLine Mortgage ETF made up 4.07% of Vermillion & White Wealth Management Group's portfolio in Q1 2026, its #7 holding.
  • Vermillion & White Wealth Management Group first reported a position in DoubleLine Mortgage ETF in Q3 2024 and has held it in 7 quarters since.
  • 98 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.