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

FSA 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
2024 Q1	$53.2K	Buy	+1,166	New	+$53.2K	0.02%	143

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FSA Wealth Management's VMBS Position: Q1 2024 in Review

FSA Wealth Management opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2024: 1,166 shares worth $53.2K. The stake represents 0.02% of the portfolio and ranks #143 among its holdings.

580 funds tracked by Wall St. Rank hold VMBS as of Q1 2024.

FSA Wealth Management held 1,166 shares of Vanguard Mortgage-Backed Securities ETF worth $53.2K as of Q1 2024.
Vanguard Mortgage-Backed Securities ETF was a new FSA Wealth Management position in Q1 2024.
Vanguard Mortgage-Backed Securities ETF made up 0.02% of FSA Wealth Management's portfolio in Q1 2024, its #143 holding.
580 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.