Plan Group Financial’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Plan Group 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 Q2	$1.48M	Buy	+31,034	New	+$1.49M	2.55%	14

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Plan Group Financial's VMBS Position: Q2 2022 in Review

Plan Group Financial opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2022: 31,034 shares worth $1.48M. The stake represents 2.55% of the portfolio and ranks #14 among its holdings.

524 funds tracked by Wall St. Rank hold VMBS as of Q2 2022.

Plan Group Financial held 31,034 shares of Vanguard Mortgage-Backed Securities ETF worth $1.48M as of Q2 2022.
Vanguard Mortgage-Backed Securities ETF was a new Plan Group Financial position in Q2 2022.
Vanguard Mortgage-Backed Securities ETF made up 2.55% of Plan Group Financial's portfolio in Q2 2022, its #14 holding.
524 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2022.

Based on Plan Group Financial's 13F filing for Q2 2022, filed 12 Aug 2022.