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Financial Advisors Network’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Financial Advisors Network’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
2017
Q1 		– Sell
-10
Closed -$523 – 446
2016
Q4 		$523 Buy
+10
New +$531 ﹤0.01% 515

Other funds holding VMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Financial Advisors Network's VMBS Position: Q1 2017 in Review

Financial Advisors Network sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2017, closing a stake of 10 shares — an estimated $523 sold.

Financial Advisors Network first reported a position in VMBS in Q4 2016 and held it in 1 quarter. The position peaked at $523 in Q4 2016. 150 funds tracked by Wall St. Rank hold VMBS as of Q1 2017.

  • Financial Advisors Network reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2017 after selling out during the quarter.
  • Financial Advisors Network sold 10 Vanguard Mortgage-Backed Securities ETF shares in Q1 2017, an estimated $523.
  • Financial Advisors Network first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2016 and held it in 1 quarter.
  • Financial Advisors Network's Vanguard Mortgage-Backed Securities ETF position peaked at $523 in Q4 2016.
  • 150 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2017.

Based on Financial Advisors Network's 13F filing for Q1 2017, filed 17 May 2017.