First Capital Advisors Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

First Capital Advisors Group’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	$290	Buy	+6	New	+$278	﹤0.01%	940
2018 Q2	–	Sell	-225	Closed	-$12K	–	742
2018 Q1	$12K	Buy	+225	New	+$11.6K	0.01%	519

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 $374B AUM 17.66% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

First Capital Advisors Group's VMBS Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2023: 6 shares worth $290. The stake represents ﹤0.01% of the portfolio and ranks #940 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in VMBS as recently as Q1 2018.

First Capital Advisors Group first reported a position in VMBS in Q1 2018 and has held it in 2 quarters since. The position peaked at $12K in Q1 2018. 537 funds tracked by Wall St. Rank hold VMBS as of Q2 2023.

First Capital Advisors Group held 6 shares of Vanguard Mortgage-Backed Securities ETF worth $290 as of Q2 2023.
Vanguard Mortgage-Backed Securities ETF was a new First Capital Advisors Group position in Q2 2023.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #940 holding.
First Capital Advisors Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2018 and has held it in 2 quarters since.
First Capital Advisors Group's Vanguard Mortgage-Backed Securities ETF position peaked at $12K in Q1 2018.
537 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.