Northwest Investment Counselors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Northwest Investment Counselors’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
2024 Q3	$19K	Buy	+403	New	+$18.8K	﹤0.01%	355

Other funds holding VMBS

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwest Investment Counselors's VMBS Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2024: 403 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #355 among its holdings.

592 funds tracked by Wall St. Rank hold VMBS as of Q3 2024.

Northwest Investment Counselors held 403 shares of Vanguard Mortgage-Backed Securities ETF worth $19K as of Q3 2024.
Vanguard Mortgage-Backed Securities ETF was a new Northwest Investment Counselors position in Q3 2024.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #355 holding.
592 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.