AP
VMBS icon

Atwood & Palmer’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Atwood & Palmer’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
2016
Q2 		– Sell
-3,408
Closed -$182K – 316
2016
Q1 		$182K Hold
3,408
– – 0.03% 115
2015
Q4 		$180K Hold
3,408
– – 0.03% 132
2015
Q3 		$182K Buy
+3,408
New +$181K 0.04% 124

Other funds holding VMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
RFS
Rockefeller Financial Services New York $6.34B AUM 27.35% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Atwood & Palmer's VMBS Position: Q2 2016 in Review

Atwood & Palmer sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2016, closing a stake of 3,408 shares — an estimated $182K sold.

Atwood & Palmer first reported a position in VMBS in Q3 2015 and held it in 3 quarters. The position peaked at $182K in Q1 2016. 129 funds tracked by Wall St. Rank hold VMBS as of Q2 2016.

  • Atwood & Palmer reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2016 after selling out during the quarter.
  • Atwood & Palmer sold 3,408 Vanguard Mortgage-Backed Securities ETF shares in Q2 2016, an estimated $182K.
  • Atwood & Palmer first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2015 and held it in 3 quarters.
  • Atwood & Palmer's Vanguard Mortgage-Backed Securities ETF position peaked at $182K in Q1 2016.
  • 129 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2016.

Based on Atwood & Palmer's 13F filing for Q2 2016, filed 21 Jul 2016.