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Endurance Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Endurance Wealth Management’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
2023
Q2 		$1K Hold
22
– – ﹤0.01% 634
2023
Q1 		$1K Hold
22
– – ﹤0.01% 636
2022
Q4 		$1K Buy
+22
New +$996 ﹤0.01% 626

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Endurance Wealth Management's VMBS Position: Q2 2023 in Review

Endurance Wealth Management held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2023 at 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Endurance Wealth Management first reported a position in VMBS in Q4 2022 and has held it in 3 quarters since. 536 funds tracked by Wall St. Rank hold VMBS as of Q2 2023.

  • Endurance Wealth Management held 22 shares of Vanguard Mortgage-Backed Securities ETF worth $1K as of Q2 2023.
  • Endurance Wealth Management left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2023.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #634 holding.
  • Endurance Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2022 and has held it in 3 quarters since.
  • 536 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.