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Vickerman & Driscoll Financial Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Vickerman & Driscoll Financial 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
Q1 		$5.01M Buy
91,944
+1,284
+1% +$68.6K 3.08% 8
2019
Q4 		$4.82M Buy
+90,660
New +$4.82M 2.44% 17

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's VMBS Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 1.4% in Q1 2020, buying an estimated $68.6K and bringing the position to 91,944 shares worth $5.01M. The position accounts for 3.08% of the portfolio, ranked #8.

Vickerman & Driscoll Financial Advisors first reported a position in VMBS in Q4 2019 and has held it in 2 quarters since. 380 funds tracked by Wall St. Rank hold VMBS as of Q1 2020.

  • Vickerman & Driscoll Financial Advisors held 91,944 shares of Vanguard Mortgage-Backed Securities ETF worth $5.01M as of Q1 2020.
  • Vickerman & Driscoll Financial Advisors bought 1,284 Vanguard Mortgage-Backed Securities ETF shares in Q1 2020, an estimated $68.6K.
  • Vanguard Mortgage-Backed Securities ETF made up 3.08% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #8 holding.
  • Vickerman & Driscoll Financial Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2019 and has held it in 2 quarters since.
  • 380 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.