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Investment Research & Advisory Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Investment Research & Advisory Group’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
2021
Q3 		– Sell
-674
Closed -$36K – 182
2021
Q2 		$36K Buy
+674
New +$36K 0.02% 116

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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

Investment Research & Advisory Group's VMBS Position: Q3 2021 in Review

Investment Research & Advisory Group sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2021, closing a stake of 674 shares — an estimated $36K sold.

Investment Research & Advisory Group first reported a position in VMBS in Q2 2021 and held it in 1 quarter. The position peaked at $36K in Q2 2021. 491 funds tracked by Wall St. Rank hold VMBS as of Q3 2021.

  • Investment Research & Advisory Group reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2021 after selling out during the quarter.
  • Investment Research & Advisory Group sold 674 Vanguard Mortgage-Backed Securities ETF shares in Q3 2021, an estimated $36K.
  • Investment Research & Advisory Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2021 and held it in 1 quarter.
  • Investment Research & Advisory Group's Vanguard Mortgage-Backed Securities ETF position peaked at $36K in Q2 2021.
  • 491 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2021.

Based on Investment Research & Advisory Group's 13F filing for Q3 2021, filed 7 Oct 2021.