Institutional & Family Asset Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Institutional & Family Asset 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
2023 Q3	–	Sell	-14	Closed	-$644	–	767
2023 Q2	$644	Buy	+14	New	+$648	﹤0.01%	663
2020 Q3	–	Sell	-40	Closed	-$2K	–	899
2020 Q2	$2K	Buy	+40	New	+$2.18K	﹤0.01%	723

Other funds holding VMBS

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Institutional & Family Asset Management's VMBS Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2023, closing a stake of 14 shares — an estimated $644 sold.

Institutional & Family Asset Management first reported a position in VMBS in Q2 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 534 funds tracked by Wall St. Rank hold VMBS as of Q3 2023.

Institutional & Family Asset Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 14 Vanguard Mortgage-Backed Securities ETF shares in Q3 2023, an estimated $644.
Institutional & Family Asset Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2020 and held it in 2 quarters.
Institutional & Family Asset Management's Vanguard Mortgage-Backed Securities ETF position peaked at $2K in Q2 2020.
534 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.