SWS Partners Has $6.67 Million Holdings in Vanguard Mortgage-Backed Securities ETF $VMBS

SWS Partners lifted its holdings in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS) by 28.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 143,943 shares of the exchange traded fund’s stock after purchasing an additional 31,918 shares during the period. Vanguard Mortgage-Backed Securities ETF accounts for about 1.8% of SWS Partners’ investment portfolio, making the stock its 11th biggest holding. SWS Partners’ holdings in Vanguard Mortgage-Backed Securities ETF were worth $6,670,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Keystone Global Partners LLC lifted its position in Vanguard Mortgage-Backed Securities ETF by 28.5% during the 2nd quarter. Keystone Global Partners LLC now owns 180,737 shares of the exchange traded fund’s stock worth $8,375,000 after acquiring an additional 40,078 shares during the last quarter. SeaBridge Investment Advisors LLC lifted its position in Vanguard Mortgage-Backed Securities ETF by 21.3% during the 2nd quarter. SeaBridge Investment Advisors LLC now owns 316,118 shares of the exchange traded fund’s stock worth $14,649,000 after acquiring an additional 55,422 shares during the last quarter. Cahaba Wealth Management Inc. acquired a new position in Vanguard Mortgage-Backed Securities ETF during the 2nd quarter worth $311,000. 1834 Investment Advisors Co. lifted its position in Vanguard Mortgage-Backed Securities ETF by 1.8% during the 2nd quarter. 1834 Investment Advisors Co. now owns 253,503 shares of the exchange traded fund’s stock worth $11,747,000 after acquiring an additional 4,390 shares during the last quarter. Finally, Perigon Wealth Management LLC lifted its position in Vanguard Mortgage-Backed Securities ETF by 7.0% during the 2nd quarter. Perigon Wealth Management LLC now owns 244,027 shares of the exchange traded fund’s stock worth $11,308,000 after acquiring an additional 16,058 shares during the last quarter.

Vanguard Mortgage-Backed Securities ETF Price Performance

Vanguard Mortgage-Backed Securities ETF stock opened at $46.90 on Monday. Vanguard Mortgage-Backed Securities ETF has a fifty-two week low of $44.65 and a fifty-two week high of $47.38. The firm has a fifty day moving average price of $46.54 and a two-hundred day moving average price of $46.08.

Vanguard Mortgage-Backed Securities ETF Profile

Vanguard Mortgage Backed Securities ETF (the Fund) seeks to track the performance of a market-weighted, mortgage-backed securities index. The Fund employs a passive management or indexing investment approach designed to track the performance of the Barclays Capital U.S. MBS Float Adjusted Index (the Index).