Fort Washington Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Fort Washington Investment Advisors’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 Q1	–	Sell	-9,800	Closed	-$514K	–	584
2017 Q4	$514K	Sell	9,800 -13,368	-58%	-$704K	0.01%	475
2017 Q3	$1.22M	Sell	23,168 -8,669	-27%	-$458K	0.02%	282
2017 Q2	$1.68M	Sell	31,837 -7,847	-20%	-$414K	0.03%	241
2017 Q1	$2.08M	Sell	39,684 -1,589	-4%	-$83.2K	0.03%	226
2016 Q4	$2.16M	Buy	+41,273	New	+$2.19M	0.04%	224

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 $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Fort Washington Investment Advisors's VMBS Position: Q1 2018 in Review

Fort Washington Investment Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2018, closing a stake of 9,800 shares — an estimated $514K sold.

Fort Washington Investment Advisors first reported a position in VMBS in Q4 2016 and held it in 5 quarters. The position peaked at $2.16M in Q4 2016. 216 funds tracked by Wall St. Rank hold VMBS as of Q1 2018.

Fort Washington Investment Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2018 after selling out during the quarter.
Fort Washington Investment Advisors sold 9,800 Vanguard Mortgage-Backed Securities ETF shares in Q1 2018, an estimated $514K.
Fort Washington Investment Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2016 and held it in 5 quarters.
Fort Washington Investment Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $2.16M in Q4 2016.
216 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2018.

Based on Fort Washington Investment Advisors's 13F filing for Q1 2018, filed 2 May 2018.