VMBS

Vanguard Mortgage-backed Sec

Latest period2024 - Q4Total superinvestors100

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 100 superinvestors own shares of Vanguard Mortgage-backed Sec (VMBS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Vanguard Mortgage-backed Sec (VMBS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Vanguard Mortgage-backed Sec (VMBS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Vanguard Mortgage-backed Sec (VMBS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Decreased -16.47%
0.88%
$12.741M
281,016 shares@ 45.34 avg price
Andrew Ferguson@Proquility Private Wealth Partners, Llc
Recent Activity
Decreased -3.27%
2.39%
$7.414M
163,522 shares@ 45.34 avg price
Jonathan Seed@Seed Wealth Management, Inc.
Recent Activity
Decreased -2.58%
5.86%
$7.247M
159,835 shares@ 45.35 avg price
Carrie King@Ullmann Wealth Partners Group, Llc
Recent Activity
Decreased -5.29%
0.87%
$6.7M
147,772 shares@ 45.34 avg price
Kurt Ahrens@Mendota Financial Group, Llc
Recent Activity
Decreased -20.26%
4.11%
$6.341M
139,845 shares@ 45.35 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -4.14%
0.19%
$6.29M
138,814 shares@ 45.31 avg price
Tina Armada-Eynard@Aspire Private Capital, Llc
Recent Activity
Decreased -1.75%
1.31%
$5.247M
115,717 shares@ 45.35 avg price
Deanna Hutchinson@Sovereign Financial Group, Inc.
Recent Activity
Decreased -1.35%
0.9%
$3.905M
86,121 shares@ 45.34 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Decreased -2.01%
0.41%
$2.965M
65,391 shares@ 45.34 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -5.69%
0.18%
$2.148M
47,373 shares@ 45.35 avg price