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

Regent Peak 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
Q1 		– Sell
-4
Closed – – 967
2020
Q4 		$0 Buy
+4
New +$216 ﹤0.01% 1134

Other funds holding VMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Regent Peak Wealth Advisors's VMBS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2021, closing a stake of 4 shares.

Regent Peak Wealth Advisors first reported a position in VMBS in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 486 funds tracked by Wall St. Rank hold VMBS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 4 Vanguard Mortgage-Backed Securities ETF shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $0 in Q4 2020.
  • 486 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.