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
Patrick Gall@Retirement Wealth Solutions Llc
Recent Activity
New Position
2.02%
$2.379M
53,129 shares@ 44.77 avg price
Crystal Kelly@Sterling Investment Management, Llc
Recent Activity
New Position
1.68%
$2.132M
47,028 shares@ 45.35 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
New Position
0.16%
$697,511
15,384 shares@ 45.35 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
0.23%
$386,169
8,517 shares@ 45.35 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
New Position
0.01%
$10,247
226 shares@ 45.35 avg price
John J Gonner@First Community Trust Na
Recent Activity
New Position
0.01%
$6,620
146 shares@ 45.35 avg price
Lisa Sternberg@Highline Wealth Partners Llc
Recent Activity
New Position
0.01%
$4,670
103 shares@ 45.34 avg price