People's United Financial’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

People's United Financial’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
2022 Q1	$216K	Sell	4,305 -1,088	-20%	-$55.9K	0.01%	593
2021 Q4	$285K	Buy	5,393 +430	+9%	+$22.8K	0.01%	589
2021 Q3	$264K	Sell	4,963 -3,526	-42%	-$188K	0.01%	648
2021 Q2	$453K	Sell	8,489 -9,726	-53%	-$520K	0.01%	530
2021 Q1	$972K	Buy	18,215 +12,911	+243%	+$695K	0.02%	379
2020 Q4	$287K	Buy	+5,304	New	+$287K	0.01%	573
2015 Q4	–	Sell	-18	Closed	-$1K	–	910
2015 Q3	$1K	Buy	+18	New	+$955	﹤0.01%	857

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 $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

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

People's United Financial's VMBS Position: Q1 2022 in Review

People's United Financial reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 20% in Q1 2022, selling an estimated $55.9K and leaving 4,305 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #593.

People's United Financial first reported a position in VMBS in Q3 2015 and has held it in 7 quarters since. The position peaked at $972K in Q1 2021. 531 funds tracked by Wall St. Rank hold VMBS as of Q1 2022.

People's United Financial held 4,305 shares of Vanguard Mortgage-Backed Securities ETF worth $216K as of Q1 2022.
People's United Financial sold 1,088 Vanguard Mortgage-Backed Securities ETF shares in Q1 2022, an estimated $55.9K.
Vanguard Mortgage-Backed Securities ETF made up 0.01% of People's United Financial's portfolio in Q1 2022, its #593 holding.
People's United Financial first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2015 and has held it in 7 quarters since.
People's United Financial's Vanguard Mortgage-Backed Securities ETF position peaked at $972K in Q1 2021.
531 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.