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Cascade Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Cascade Investment 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
2019
Q4 		– Sell
-3
Closed -$160 – 283
2019
Q3 		$160 Buy
+3
New +$159 ﹤0.01% 276

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Cascade Investment Advisors's VMBS Position: Q4 2019 in Review

Cascade Investment Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2019, closing a stake of 3 shares — an estimated $160 sold.

Cascade Investment Advisors first reported a position in VMBS in Q3 2019 and held it in 1 quarter. The position peaked at $160 in Q3 2019. 372 funds tracked by Wall St. Rank hold VMBS as of Q4 2019.

  • Cascade Investment Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2019 after selling out during the quarter.
  • Cascade Investment Advisors sold 3 Vanguard Mortgage-Backed Securities ETF shares in Q4 2019, an estimated $160.
  • Cascade Investment Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2019 and held it in 1 quarter.
  • Cascade Investment Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $160 in Q3 2019.
  • 372 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2019.

Based on Cascade Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.