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Buckingham Strategic Wealth’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Buckingham Strategic 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
2024
Q2 		– Sell
-6,661
Closed -$304K – 851
2024
Q1 		$304K Buy
+6,661
New +$304K ﹤0.01% 587
2020
Q2 		– Sell
-4,188
Closed -$228K – 483
2020
Q1 		$228K Buy
+4,188
New +$224K 0.02% 402

Other funds holding VMBS

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Buckingham Strategic Wealth's VMBS Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2024, closing a stake of 6,661 shares — an estimated $304K sold.

Buckingham Strategic Wealth first reported a position in VMBS in Q1 2020 and held it in 2 quarters. The position peaked at $304K in Q1 2024. 584 funds tracked by Wall St. Rank hold VMBS as of Q2 2024.

  • Buckingham Strategic Wealth reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 6,661 Vanguard Mortgage-Backed Securities ETF shares in Q2 2024, an estimated $304K.
  • Buckingham Strategic Wealth first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2020 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Vanguard Mortgage-Backed Securities ETF position peaked at $304K in Q1 2024.
  • 584 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.