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
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
Increased 2.61%
0.31%
$800,614
17,658 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
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Increased 15.81%
0.06%
$678,558
14,966 shares@ 45.34 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
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 3.49%
0.03%
$642,276
14,166 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
Dominick Zizzo@Ignite Planners, Llc
Recent Activity
Increased 7.96%
0.12%
$506,869
11,204 shares@ 45.25 avg price
Lori L Liffring@Cambridge Advisors Inc.
Recent Activity
0.12%
$507,853
11,201 shares@ 45.34 avg price