Farmers & Merchants Investments Inc’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Farmers & Merchants Investments Inc’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
2022 Q1	–	Sell	-151	Closed	-$8K	–	1027
2021 Q4	$8K	Buy	+151	New	+$8K	﹤0.01%	825
2016 Q4	–	Sell	-1,088	Closed	-$59K	–	810
2016 Q3	$59K	Hold	1,088	–	–	0.01%	278
2016 Q2	$59K	Hold	1,088	–	–	0.01%	261
2016 Q1	$58K	Hold	1,088	–	–	0.01%	260
2015 Q4	$57K	Hold	1,088	–	–	0.01%	272
2015 Q3	$58K	Hold	1,088	–	–	0.01%	262
2015 Q2	$57K	Hold	1,088	–	–	0.01%	277
2015 Q1	$58K	Hold	1,088	–	–	0.01%	278
2014 Q4	$58K	Hold	1,088	–	–	0.01%	269
2014 Q3	$57K	Hold	1,088	–	–	0.01%	273
2014 Q2	$57K	Hold	1,088	–	–	0.01%	279
2014 Q1	$56K	Sell	1,088 -6,299	-85%	-$326K	0.01%	274
2013 Q4	$377K	Sell	7,387 -41	-0.6%	-$2.11K	0.05%	170
2013 Q3	$382K	Sell	7,428 -252	-3%	-$12.8K	0.06%	167
2013 Q2	$392K	Buy	+7,680	New	+$399K	0.06%	166

Other funds holding VMBS

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Farmers & Merchants Investments Inc's VMBS Position: Q1 2022 in Review

Farmers & Merchants Investments Inc sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2022, closing a stake of 151 shares — an estimated $8K sold.

Farmers & Merchants Investments Inc first reported a position in VMBS in Q2 2013 and held it in 15 quarters. The position peaked at $392K in Q2 2013. 531 funds tracked by Wall St. Rank hold VMBS as of Q1 2022.

Farmers & Merchants Investments Inc reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2022 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 151 Vanguard Mortgage-Backed Securities ETF shares in Q1 2022, an estimated $8K.
Farmers & Merchants Investments Inc first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2013 and held it in 15 quarters.
Farmers & Merchants Investments Inc's Vanguard Mortgage-Backed Securities ETF position peaked at $392K in Q2 2013.
531 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2022.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2022, filed 19 Apr 2022.