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HC Financial Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

HC Financial 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
2022
Q2 		$48K Buy
+1,000
New +$48.2K 0.03% 132
2021
Q2 		– Sell
-157
Closed -$8K – 366
2021
Q1 		$8K Hold
157
– – ﹤0.01% 273
2020
Q4 		$8K Buy
+157
New +$8.49K 0.01% 282

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HC Financial Advisors's VMBS Position: Q2 2022 in Review

HC Financial Advisors opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2022: 1,000 shares worth $48K. The stake represents 0.03% of the portfolio and ranks #132 among its holdings. This is a return to the name: HC Financial Advisors previously reported a position in VMBS as recently as Q1 2021.

HC Financial Advisors first reported a position in VMBS in Q4 2020 and has held it in 3 quarters since. 524 funds tracked by Wall St. Rank hold VMBS as of Q2 2022.

  • HC Financial Advisors held 1,000 shares of Vanguard Mortgage-Backed Securities ETF worth $48K as of Q2 2022.
  • Vanguard Mortgage-Backed Securities ETF was a new HC Financial Advisors position in Q2 2022.
  • Vanguard Mortgage-Backed Securities ETF made up 0.03% of HC Financial Advisors's portfolio in Q2 2022, its #132 holding.
  • HC Financial Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2020 and has held it in 3 quarters since.
  • 524 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.