VMBS

Vanguard Mortgage-backed Sec

Latest period2024 - Q4Total superinvestors75

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, 75 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
Bob Fleming@Acropolis Investment Management, Llc
Recent Activity
Increased 2.32%
4.29%
$72.533M
1.6M shares@ 45.34 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 63.06%
0.13%
$59.798M
1.267M shares@ 47.22 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Increased 5.8%
1.71%
$47.9M
1.056M shares@ 45.35 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 1.07%
0.1%
$35.675M
786,825 shares@ 45.35 avg price
James Landry@Pallas Capital Advisors Llc
Recent Activity
Increased 0.4%
1.19%
$27.728M
611,565 shares@ 45.35 avg price
Jill Martin@Parkside Advisors Llc
Recent Activity
Increased 5.74%
5.96%
$25.25M
556,905 shares@ 45.34 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Increased 33.1%
0.36%
$24.602M
542,617 shares@ 45.35 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
Increased 5.7%
1%
$21.795M
480,708 shares@ 45.35 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 14.14%
0.31%
$17.024M
375,478 shares@ 45.34 avg price
Sean Murray@Quantum Financial Advisors, Llc
Recent Activity
Increased 5.36%
2.4%
$15.734M
347,025 shares@ 45.35 avg price