Silicon Valley Capital Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Silicon Valley Capital Partners’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
2024 Q2	–	Sell	-1	Closed	-$37	–	316
2024 Q1	$37	Hold	1	–	–	﹤0.01%	299
2023 Q4	$38	Hold	1	–	–	﹤0.01%	327
2023 Q3	$35	Hold	1	–	–	﹤0.01%	284
2023 Q2	$37	Sell	1 -550	-100%	-$25.4K	﹤0.01%	298
2023 Q1	$25.6K	Buy	+551	New	+$25.6K	0.01%	123

Other funds holding VMBS

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Silicon Valley Capital Partners's VMBS Position: Q2 2024 in Review

Silicon Valley Capital Partners sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2024, closing a stake of 1 share — an estimated $37 sold.

Silicon Valley Capital Partners first reported a position in VMBS in Q1 2023 and held it in 5 quarters. The position peaked at $25.6K in Q1 2023. 585 funds tracked by Wall St. Rank hold VMBS as of Q2 2024.

Silicon Valley Capital Partners reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2024 after selling out during the quarter.
Silicon Valley Capital Partners sold 1 Vanguard Mortgage-Backed Securities ETF share in Q2 2024, an estimated $37.
Silicon Valley Capital Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2023 and held it in 5 quarters.
Silicon Valley Capital Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $25.6K in Q1 2023.
585 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2024.

Based on Silicon Valley Capital Partners's 13F filing for Q2 2024, filed 30 Oct 2024.