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
George McBlane@Central Pacific Bank - Trust Division
Recent Activity
Decreased -43.73%
0.21%
$1.55M
34,193 shares@ 45.35 avg price
Will Sharp@True North Advisors, Llc
Recent Activity
Decreased -3.29%
0.3%
$1.237M
27,277 shares@ 45.35 avg price
John Brocker@Legacy Wealth Asset Management, Llc
Recent Activity
Decreased -0.6%
0.18%
$657,113
14,493 shares@ 45.35 avg price
Kaushal Majmudar@Ridgewood Investments Llc
Recent Activity
Decreased -6.41%
0.32%
$651,173
14,362 shares@ 45.34 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Decreased -0.11%
0.04%
$644,508
14,215 shares@ 45.34 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -6.64%
0.05%
$511,611
11,284 shares@ 45.34 avg price
John Hayes@Longview Wealth Management
Recent Activity
Decreased -2.4%
0.14%
$435,231
9,599 shares@ 45.35 avg price
Jenny Ly@Clean Yield Group
Recent Activity
Decreased -4.07%
0.09%
$256,398
5,655 shares@ 45.35 avg price
Aryn Sands@Kelly Financial Services Llc
Recent Activity
Decreased -46.16%
0.09%
$240,458
5,303 shares@ 45.35 avg price
Lisa L Lockerman@Lockerman Financial Group, Inc.
Recent Activity
Decreased -25.93%
0.38%
$217,914
4,806 shares@ 45.35 avg price