Seven Post Investment Office’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Seven Post Investment Office’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	–	Sell	-4,470	Closed	-$224K	–	56
2022 Q1	$224K	Hold	4,470	–	–	0.07%	45
2021 Q4	$236K	Hold	4,470	–	–	0.06%	43
2021 Q3	$238K	Hold	4,470	–	–	0.07%	45
2021 Q2	$239K	Hold	4,470	–	–	0.07%	46
2021 Q1	$239K	Hold	4,470	–	–	0.08%	38
2020 Q4	$242K	Hold	4,470	–	–	0.1%	38
2020 Q3	$243K	Hold	4,470	–	–	0.1%	40
2020 Q2	$243K	Hold	4,470	–	–	0.1%	40
2020 Q1	$244K	Buy	+4,470	New	+$239K	0.13%	34

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 $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

RJA

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

Seven Post Investment Office's VMBS Position: Q2 2022 in Review

Seven Post Investment Office sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2022, closing a stake of 4,470 shares — an estimated $224K sold.

Seven Post Investment Office first reported a position in VMBS in Q1 2020 and held it in 9 quarters. The position peaked at $244K in Q1 2020. 523 funds tracked by Wall St. Rank hold VMBS as of Q2 2022.

Seven Post Investment Office reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2022 after selling out during the quarter.
Seven Post Investment Office sold 4,470 Vanguard Mortgage-Backed Securities ETF shares in Q2 2022, an estimated $224K.
Seven Post Investment Office first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2020 and held it in 9 quarters.
Seven Post Investment Office's Vanguard Mortgage-Backed Securities ETF position peaked at $244K in Q1 2020.
523 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2022.

Based on Seven Post Investment Office's 13F filing for Q2 2022, filed 8 Aug 2022.