Westside Investment Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Westside Investment 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 Q2	$17K	Hold	363	–	–	﹤0.01%	978
2026 Q1	$17K	Hold	363	–	–	﹤0.01%	959
2025 Q4	$17.1K	Hold	363	–	–	﹤0.01%	922
2025 Q3	$17K	Hold	363	–	–	﹤0.01%	945
2025 Q2	$16.8K	Hold	363	–	–	﹤0.01%	743
2025 Q1	$16.8K	Hold	363	–	–	﹤0.01%	602
2024 Q4	$16.5K	Hold	363	–	–	﹤0.01%	599
2024 Q3	$17.1K	Hold	363	–	–	﹤0.01%	602
2024 Q2	$16.5K	Buy	+363	New	+$16.3K	﹤0.01%	585
2020 Q3	–	Sell	-82	Closed	-$4	–	700
2020 Q2	$4	Hold	82	–	–	﹤0.01%	567
2020 Q1	$4	Buy	+82	New	+$4.38K	﹤0.01%	562
2019 Q2	$4K	Buy	+82	New	+$4.29K	﹤0.01%	572

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Westside Investment Management's VMBS Position: Q2 2026 in Review

Westside Investment Management held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 363 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Westside Investment Management first reported a position in VMBS in Q2 2019 and has held it in 12 quarters since. The position peaked at $17.1K in Q3 2024. 712 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Westside Investment Management held 363 shares of Vanguard Mortgage-Backed Securities ETF worth $17K as of Q2 2026.
Westside Investment Management left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #978 holding.
Westside Investment Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2019 and has held it in 12 quarters since.
Westside Investment Management's Vanguard Mortgage-Backed Securities ETF position peaked at $17.1K in Q3 2024.
712 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.