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

Reby 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
2020 Q4	$27K	Buy	+494	New	+$26.7K	0.01%	315

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Reby Advisors's VMBS Position: Q4 2020 in Review

Reby Advisors opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2020: 494 shares worth $27K. The stake represents 0.01% of the portfolio and ranks #315 among its holdings.

469 funds tracked by Wall St. Rank hold VMBS as of Q4 2020.

Reby Advisors held 494 shares of Vanguard Mortgage-Backed Securities ETF worth $27K as of Q4 2020.
Vanguard Mortgage-Backed Securities ETF was a new Reby Advisors position in Q4 2020.
Vanguard Mortgage-Backed Securities ETF made up 0.01% of Reby Advisors's portfolio in Q4 2020, its #315 holding.
469 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.