WIM
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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
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 		$4 Buy
+82
New +$4.29K ﹤0.01% 576

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return