Antonetti Capital Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Antonetti Capital 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
2023 Q3	$8.76K	Hold	200	–	–	0.01%	214
2023 Q2	$9.2K	Hold	200	–	–	0.01%	224
2023 Q1	$9.31K	Hold	200	–	–	0.01%	224
2022 Q4	$9.1K	Hold	200	–	–	0.01%	227
2022 Q3	$9K	Hold	200	–	–	0.01%	225
2022 Q2	$10K	Hold	200	–	–	0.01%	227
2022 Q1	$10K	Hold	200	–	–	0.01%	254
2021 Q4	$11K	Hold	200	–	–	0.01%	297
2021 Q3	$11K	Buy	+200	New	+$10.7K	0.01%	305

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Antonetti Capital Management's VMBS Position: Q3 2023 in Review

Antonetti Capital Management held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q3 2023 at 200 shares worth $8.76K. The position accounts for 0.01% of the portfolio, ranked #214.

Antonetti Capital Management first reported a position in VMBS in Q3 2021 and has held it in 9 quarters since. The position peaked at $11K in Q4 2021. 535 funds tracked by Wall St. Rank hold VMBS as of Q3 2023.

Antonetti Capital Management held 200 shares of Vanguard Mortgage-Backed Securities ETF worth $8.76K as of Q3 2023.
Antonetti Capital Management left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q3 2023.
Vanguard Mortgage-Backed Securities ETF made up 0.01% of Antonetti Capital Management's portfolio in Q3 2023, its #214 holding.
Antonetti Capital Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2021 and has held it in 9 quarters since.
Antonetti Capital Management's Vanguard Mortgage-Backed Securities ETF position peaked at $11K in Q4 2021.
535 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.