NEXT Financial Holdings’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$20K	Buy	+373	New	+$19.3K	0.01%	966

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 $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

NEXT Financial Holdings's VMBS Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2019: 373 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #966 among its holdings.

297 funds tracked by Wall St. Rank hold VMBS as of Q1 2019.

NEXT Financial Holdings held 373 shares of Vanguard Mortgage-Backed Securities ETF worth $20K as of Q1 2019.
Vanguard Mortgage-Backed Securities ETF was a new NEXT Financial Holdings position in Q1 2019.
Vanguard Mortgage-Backed Securities ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #966 holding.
297 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.