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Baker Tilly Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Baker Tilly Wealth 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
2022
Q1 		– Sell
-11,296
Closed -$597K – 569
2021
Q4 		$597K Buy
11,296
+2,991
+36% +$159K 0.06% 320
2021
Q3 		$443K Buy
+8,305
New +$444K 0.06% 346

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 $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baker Tilly Wealth Management's VMBS Position: Q1 2022 in Review

Baker Tilly Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2022, closing a stake of 11,296 shares — an estimated $597K sold.

Baker Tilly Wealth Management first reported a position in VMBS in Q3 2021 and held it in 2 quarters. The position peaked at $597K in Q4 2021. 531 funds tracked by Wall St. Rank hold VMBS as of Q1 2022.

  • Baker Tilly Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 11,296 Vanguard Mortgage-Backed Securities ETF shares in Q1 2022, an estimated $597K.
  • Baker Tilly Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2021 and held it in 2 quarters.
  • Baker Tilly Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $597K in Q4 2021.
  • 531 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.