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Gryphon Financial Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Gryphon Financial Partners’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
2022
Q4 		– Sell
-4,729
Closed -$213K – 210
2022
Q3 		$213K Buy
+4,729
New +$225K 0.05% 176
2022
Q1 		– Sell
-3,895
Closed -$206K – 214
2021
Q4 		$206K Buy
+3,895
New +$206K 0.04% 197

Other funds holding VMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Gryphon Financial Partners's VMBS Position: Q4 2022 in Review

Gryphon Financial Partners sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2022, closing a stake of 4,729 shares — an estimated $213K sold.

Gryphon Financial Partners first reported a position in VMBS in Q4 2021 and held it in 2 quarters. The position peaked at $213K in Q3 2022. 526 funds tracked by Wall St. Rank hold VMBS as of Q4 2022.

  • Gryphon Financial Partners reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2022 after selling out during the quarter.
  • Gryphon Financial Partners sold 4,729 Vanguard Mortgage-Backed Securities ETF shares in Q4 2022, an estimated $213K.
  • Gryphon Financial Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2021 and held it in 2 quarters.
  • Gryphon Financial Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $213K in Q3 2022.
  • 526 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2022.

Based on Gryphon Financial Partners's 13F filing for Q4 2022, filed 8 Feb 2023.