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Ground Swell Capital’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Ground Swell Capital’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
2014
Q3 		– Sell
-100
Closed -$5K – 2788
2014
Q2 		$5K Buy
+100
New +$5.22K 0.01% 1105

Other funds holding VMBS

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Ground Swell Capital's VMBS Position: Q3 2014 in Review

Ground Swell Capital sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2014, closing a stake of 100 shares — an estimated $5K sold.

Ground Swell Capital first reported a position in VMBS in Q2 2014 and held it in 1 quarter. The position peaked at $5K in Q2 2014. 74 funds tracked by Wall St. Rank hold VMBS as of Q3 2014.

  • Ground Swell Capital reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 100 Vanguard Mortgage-Backed Securities ETF shares in Q3 2014, an estimated $5K.
  • Ground Swell Capital first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Vanguard Mortgage-Backed Securities ETF position peaked at $5K in Q2 2014.
  • 74 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.