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WT
Washington Trust’s
Vanguard Mortgage-Backed Securities ETF
VMBS
Stock Holding History
Washington Trust’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
-70
Closed
-$3.19K
–
906
2024
Q1
$3.19K
Hold
70
–
–
﹤0.01%
782
2023
Q4
$3.25K
Hold
70
–
–
﹤0.01%
763
2023
Q3
$3.06K
Hold
70
–
–
﹤0.01%
731
2023
Q2
$3.22K
Hold
70
–
–
﹤0.01%
749
2023
Q1
$3.26K
Hold
70
–
–
﹤0.01%
766
2022
Q4
$3.19K
Hold
70
–
–
﹤0.01%
762
2022
Q3
$3K
Hold
70
–
–
﹤0.01%
777
2022
Q2
$3K
Hold
70
–
–
﹤0.01%
782
2022
Q1
$4K
Buy
+70
New
+$3.59K
﹤0.01%
768
2021
Q2
–
Sell
-114
Closed
-$6K
–
1084
2021
Q1
$6K
Buy
+114
New
+$6.13K
﹤0.01%
815
2018
Q3
–
Sell
-115
Closed
-$6K
–
787
2018
Q2
$6K
Buy
+115
New
+$5.89K
﹤0.01%
742
Other funds holding VMBS
Charles Schwab
San Francisco, California
$654B AUM
26.35%
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
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
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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