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Moss Adams Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Moss Adams Wealth 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
2023
Q2 		– Sell
-14
Closed -$652 – 184
2023
Q1 		$652 Buy
+14
New +$650 ﹤0.01% 172

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Moss Adams Wealth Advisors's VMBS Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2023, closing a stake of 14 shares — an estimated $652 sold.

Moss Adams Wealth Advisors first reported a position in VMBS in Q1 2023 and held it in 1 quarter. The position peaked at $652 in Q1 2023. 537 funds tracked by Wall St. Rank hold VMBS as of Q2 2023.

  • Moss Adams Wealth Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 14 Vanguard Mortgage-Backed Securities ETF shares in Q2 2023, an estimated $652.
  • Moss Adams Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2023 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $652 in Q1 2023.
  • 537 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.