HI
VMBS icon

Hudock Inc’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Hudock Inc’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
Q1 		– Sell
-1,350
Closed -$71K – 814
2021
Q4 		$71K Hold
1,350
– – 0.02% 284
2021
Q3 		$71K Hold
1,350
– – 0.02% 280
2021
Q2 		$72K Hold
1,350
– – 0.02% 279
2021
Q1 		$72K Hold
1,350
– – 0.02% 274
2020
Q4 		$73K Sell
1,350
-1,351
-50% -$73.1K 0.02% 267
2020
Q3 		$146K Hold
2,701
– – 0.05% 144
2020
Q2 		$146K Buy
+2,701
New +$147K 0.05% 139

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 $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hudock Inc's VMBS Position: Q1 2022 in Review

Hudock Inc sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2022, closing a stake of 1,350 shares — an estimated $71K sold.

Hudock Inc first reported a position in VMBS in Q2 2020 and held it in 7 quarters. The position peaked at $146K in Q3 2020. 530 funds tracked by Wall St. Rank hold VMBS as of Q1 2022.

  • Hudock Inc reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2022 after selling out during the quarter.
  • Hudock Inc sold 1,350 Vanguard Mortgage-Backed Securities ETF shares in Q1 2022, an estimated $71K.
  • Hudock Inc first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2020 and held it in 7 quarters.
  • Hudock Inc's Vanguard Mortgage-Backed Securities ETF position peaked at $146K in Q3 2020.
  • 530 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2022.

Based on Hudock Inc's 13F filing for Q1 2022, filed 2 May 2022.