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

Institute for 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
2020
Q1 		– Sell
-122
Closed -$6K – 668
2019
Q4 		$6K Buy
+122
New +$6.49K ﹤0.01% 629

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Institute for Wealth Management's VMBS Position: Q1 2020 in Review

Institute for Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2020, closing a stake of 122 shares — an estimated $6K sold.

Institute for Wealth Management first reported a position in VMBS in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 380 funds tracked by Wall St. Rank hold VMBS as of Q1 2020.

  • Institute for Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 122 Vanguard Mortgage-Backed Securities ETF shares in Q1 2020, an estimated $6K.
  • Institute for Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $6K in Q4 2019.
  • 380 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.