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Winslow Evans & Crocker’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Winslow Evans & Crocker’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
Q4 		$42K Hold
775
– – 0.01% 639
2020
Q3 		$42K Hold
775
– – 0.01% 492
2020
Q2 		$42K Buy
+775
New +$42.2K 0.01% 491

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 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Winslow Evans & Crocker's VMBS Position: Q4 2020 in Review

Winslow Evans & Crocker held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q4 2020 at 775 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #639.

Winslow Evans & Crocker first reported a position in VMBS in Q2 2020 and has held it in 3 quarters since. 469 funds tracked by Wall St. Rank hold VMBS as of Q4 2020.

  • Winslow Evans & Crocker held 775 shares of Vanguard Mortgage-Backed Securities ETF worth $42K as of Q4 2020.
  • Winslow Evans & Crocker left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q4 2020.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #639 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2020 and has held it in 3 quarters since.
  • 469 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.