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Brandywine Oak Private Wealth’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-350
Closed -$1K – 611
2018
Q4 		$1K Buy
+350
New +$17.8K ﹤0.01% 695

Other funds holding VMBS

CSIA
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Brandywine Oak Private Wealth's VMBS Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2019, closing a stake of 350 shares — an estimated $1K sold.

Brandywine Oak Private Wealth first reported a position in VMBS in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 297 funds tracked by Wall St. Rank hold VMBS as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 350 Vanguard Mortgage-Backed Securities ETF shares in Q1 2019, an estimated $1K.
  • Brandywine Oak Private Wealth first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Vanguard Mortgage-Backed Securities ETF position peaked at $1K in Q4 2018.
  • 297 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.