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Arlington Financial Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Arlington Financial Advisors’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
Q3 		– Sell
-12,800
Closed -$696K – 60
2020
Q2 		$696K Buy
+12,800
New +$697K 0.39% 40

Other funds holding VMBS

CSIA
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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arlington Financial Advisors's VMBS Position: Q3 2020 in Review

Arlington Financial Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2020, closing a stake of 12,800 shares — an estimated $696K sold.

Arlington Financial Advisors first reported a position in VMBS in Q2 2020 and held it in 1 quarter. The position peaked at $696K in Q2 2020. 411 funds tracked by Wall St. Rank hold VMBS as of Q3 2020.

  • Arlington Financial Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2020 after selling out during the quarter.
  • Arlington Financial Advisors sold 12,800 Vanguard Mortgage-Backed Securities ETF shares in Q3 2020, an estimated $696K.
  • Arlington Financial Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2020 and held it in 1 quarter.
  • Arlington Financial Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $696K in Q2 2020.
  • 411 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2020.

Based on Arlington Financial Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.