Ameritas Investment Company’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Ameritas Investment Company’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
2021 Q3	$411K	Buy	7,713 +7,133	+1,230%	+$381K	0.02%	469
2021 Q2	$391K	Sell	580 -12,112	-95%	-$648K	0.02%	485
2021 Q1	$677K	Buy	+12,692	New	+$683K	0.06%	285
2020 Q2	–	Sell	-628	Closed	-$34K	–	1556
2020 Q1	$34K	Buy	628 +353	+128%	+$18.9K	0.01%	827
2019 Q4	$15K	Buy	+275	New	+$14.6K	﹤0.01%	724
2019 Q2	–	Sell	-66	Closed	-$3K	–	858
2019 Q1	$3K	Sell	66 -9,372	-99%	-$485K	﹤0.01%	832
2018 Q4	$486K	Buy	+9,438	New	+$479K	0.1%	166

Other funds holding VMBS

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

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

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

Ameritas Investment Company's VMBS Position: Q3 2021 in Review

Ameritas Investment Company increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 1,230% in Q3 2021, buying an estimated $381K and bringing the position to 7,713 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #469.

Ameritas Investment Company first reported a position in VMBS in Q4 2018 and has held it in 7 quarters since. The position peaked at $677K in Q1 2021. 491 funds tracked by Wall St. Rank hold VMBS as of Q3 2021.

Ameritas Investment Company held 7,713 shares of Vanguard Mortgage-Backed Securities ETF worth $411K as of Q3 2021.
Ameritas Investment Company bought 7,133 Vanguard Mortgage-Backed Securities ETF shares in Q3 2021, an estimated $381K.
Vanguard Mortgage-Backed Securities ETF made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #469 holding.
Ameritas Investment Company first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2018 and has held it in 7 quarters since.
Ameritas Investment Company's Vanguard Mortgage-Backed Securities ETF position peaked at $677K in Q1 2021.
491 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.