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

Ameritas Investment Partners’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
2020
Q4 		– Sell
-1,230
Closed -$66K – 3116
2020
Q3 		$66K Hold
1,230
– – ﹤0.01% 1673
2020
Q2 		$66K Hold
1,230
– – ﹤0.01% 1673
2020
Q1 		$67K Buy
+1,230
New +$65.7K ﹤0.01% 1502
2018
Q4 		– Sell
-21
Closed -$1K – 3004
2018
Q3 		$1K Buy
+21
New +$1.08K ﹤0.01% 3014

Other funds holding VMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameritas Investment Partners's VMBS Position: Q4 2020 in Review

Ameritas Investment Partners sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2020, closing a stake of 1,230 shares — an estimated $66K sold.

Ameritas Investment Partners first reported a position in VMBS in Q3 2018 and held it in 4 quarters. The position peaked at $67K in Q1 2020. 469 funds tracked by Wall St. Rank hold VMBS as of Q4 2020.

  • Ameritas Investment Partners reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2020 after selling out during the quarter.
  • Ameritas Investment Partners sold 1,230 Vanguard Mortgage-Backed Securities ETF shares in Q4 2020, an estimated $66K.
  • Ameritas Investment Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2018 and held it in 4 quarters.
  • Ameritas Investment Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $67K in Q1 2020.
  • 469 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2020.

Based on Ameritas Investment Partners's 13F filing for Q4 2020, filed 12 Feb 2021.