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

Pinnacle 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
2021 Q2	$287K	Buy	+5,386	New	+$288K	0.01%	316

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

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

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

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

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

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

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

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

Pinnacle Wealth Advisors's VMBS Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2021: 5,386 shares worth $287K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings.

478 funds tracked by Wall St. Rank hold VMBS as of Q2 2021.

Pinnacle Wealth Advisors held 5,386 shares of Vanguard Mortgage-Backed Securities ETF worth $287K as of Q2 2021.
Vanguard Mortgage-Backed Securities ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
Vanguard Mortgage-Backed Securities ETF made up 0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #316 holding.
478 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.