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
Brian Ekstrom@Flc Capital Advisors
Recent Activity
Increased 2.7%
2.55%
$11.071M
244,175 shares@ 45.35 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Increased 19.15%
0.2%
$9.464M
208,724 shares@ 45.34 avg price
Dana M. Jones@Websterrogers Financial Advisors, Llc
Recent Activity
Increased 1.51%
3.13%
$8.99M
198,268 shares@ 45.35 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 0.25%
0.24%
$8.293M
182,906 shares@ 45.34 avg price
Christopher Clancy@Global Wealth Strategies & Associates
Recent Activity
Increased 6.53%
2.49%
$7.943M
175,183 shares@ 45.35 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
Daniel Cesta@Pinnacle Wealth Management Group, Inc.
Recent Activity
Increased 8.76%
4.37%
$7.008M
154,558 shares@ 45.35 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Increased 3.26%
0.38%
$6.712M
149,921 shares@ 44.77 avg price