WAM
VMBS icon

Wealthspire Advisors (Maryland)’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-6
Closed – – 1992
2019
Q1 		$0 Buy
+6
New +$311 ﹤0.01% 2603
2017
Q1 		– Sell
-86
Closed -$4K – 2022
2016
Q4 		$4K Hold
86
– – ﹤0.01% 1441
2016
Q3 		$5K Hold
86
– – ﹤0.01% 1403
2016
Q2 		$5K Hold
86
– – ﹤0.01% 1352
2016
Q1 		$5K Hold
86
– – ﹤0.01% 1354
2015
Q4 		$5K Buy
+86
New +$4.57K ﹤0.01% 1370

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 $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VMBS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2019, closing a stake of 6 shares.

Wealthspire Advisors (Maryland) first reported a position in VMBS in Q4 2015 and held it in 6 quarters. The position peaked at $5K in Q3 2016. 311 funds tracked by Wall St. Rank hold VMBS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6 Vanguard Mortgage-Backed Securities ETF shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2015 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Vanguard Mortgage-Backed Securities ETF position peaked at $5K in Q3 2016.
  • 311 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.