American National Bank & Trust’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

American National Bank & Trust’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
2024 Q4	–	Sell	-441	Closed	-$20.8K	–	549
2024 Q3	$20.8K	Hold	441	–	–	﹤0.01%	376
2024 Q2	$20K	Hold	441	–	–	﹤0.01%	404
2024 Q1	$20.1K	Buy	441 +310	+237%	+$14.1K	﹤0.01%	382
2023 Q4	$6.07K	Buy	+131	New	+$5.79K	﹤0.01%	436

Other funds holding VMBS

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

American National Bank & Trust's VMBS Position: Q4 2024 in Review

American National Bank & Trust sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2024, closing a stake of 441 shares — an estimated $20.8K sold.

American National Bank & Trust first reported a position in VMBS in Q4 2023 and held it in 4 quarters. The position peaked at $20.8K in Q3 2024. 631 funds tracked by Wall St. Rank hold VMBS as of Q4 2024.

American National Bank & Trust reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2024 after selling out during the quarter.
American National Bank & Trust sold 441 Vanguard Mortgage-Backed Securities ETF shares in Q4 2024, an estimated $20.8K.
American National Bank & Trust first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and held it in 4 quarters.
American National Bank & Trust's Vanguard Mortgage-Backed Securities ETF position peaked at $20.8K in Q3 2024.
631 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2024.

Based on American National Bank & Trust's 13F filing for Q4 2024, filed 15 Jan 2025.