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Coyle Financial Counsel’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Coyle Financial Counsel’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
Q3 		– Sell
-440
Closed -$23K – 293
2018
Q2 		$23K Sell
440
-142
-24% -$7.28K 0.02% 77
2018
Q1 		$30K Buy
+582
New +$30.1K 0.03% 59

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 $1.55T 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Coyle Financial Counsel's VMBS Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2018, closing a stake of 440 shares — an estimated $23K sold.

Coyle Financial Counsel first reported a position in VMBS in Q1 2018 and held it in 2 quarters. The position peaked at $30K in Q1 2018. 244 funds tracked by Wall St. Rank hold VMBS as of Q3 2018.

  • Coyle Financial Counsel reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2018 after selling out during the quarter.
  • Coyle Financial Counsel sold 440 Vanguard Mortgage-Backed Securities ETF shares in Q3 2018, an estimated $23K.
  • Coyle Financial Counsel first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2018 and held it in 2 quarters.
  • Coyle Financial Counsel's Vanguard Mortgage-Backed Securities ETF position peaked at $30K in Q1 2018.
  • 244 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.