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Berman Capital Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Berman Capital 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
2018
Q1 		– Sell
-106,501
Closed -$5.58M – 131
2017
Q4 		$5.58M Buy
+106,501
New +$5.61M 1.85% 17

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 $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Berman Capital Advisors's VMBS Position: Q1 2018 in Review

Berman Capital Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2018, closing a stake of 106,501 shares — an estimated $5.58M sold.

Berman Capital Advisors first reported a position in VMBS in Q4 2017 and held it in 1 quarter. The position peaked at $5.58M in Q4 2017. 216 funds tracked by Wall St. Rank hold VMBS as of Q1 2018.

  • Berman Capital Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2018 after selling out during the quarter.
  • Berman Capital Advisors sold 106,501 Vanguard Mortgage-Backed Securities ETF shares in Q1 2018, an estimated $5.58M.
  • Berman Capital Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2017 and held it in 1 quarter.
  • Berman Capital Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $5.58M in Q4 2017.
  • 216 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2018.

Based on Berman Capital Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.