On September 15, 2023, it was reported that EP Wealth Advisors LLC has acquired a new position in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS) during the first quarter of the year. This information was disclosed in their most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased a total of 30,432 shares of the exchange-traded fund’s stock, which is estimated to be worth around $2,818,000.
Vanguard Mortgage-Backed Securities ETF is an investment fund that primarily focuses on mortgage-backed securities. These types of securities are created when financial institutions bundle multiple mortgages together and sell them as a single security to investors. They provide investors with an opportunity to earn income from mortgage interest payments.
In addition to this recent investment by EP Wealth Advisors LLC, it is interesting to note that Vanguard Mortgage-Backed Securities ETF has also recently announced a monthly dividend payment. The dividend, which was paid on Thursday, September 7th, was given to shareholders who were recorded as owners of the stock by Tuesday, September 5th. The amount of this dividend was $0.13 per share.
This announcement represents a positive change from Vanguard Mortgage-Backed Securities ETF’s previous monthly dividend amount of $0.13. To put this into perspective for investors, this new dividend amount translates to an annualized dividend of $1.56 and a yield of approximately 3.48%.
For those interested in learning more about other hedge funds’ holdings of VMBS or gaining insight into insider trades related to Vanguard Mortgage-Backed Securities ETF, HoldingsChannel.com is a recommended resource. By visiting their website and accessing the latest 13F filings and insider trades information available there, investors can stay up-to-date with the activities and investments made by various hedge funds in relation to VMBS.
Overall, these recent developments reflect ongoing activity within the financial market and indicate both investor interest and potential for returns in Vanguard Mortgage-Backed Securities ETF. As always, it is important for investors to conduct thorough research and consider their own investment goals and risk tolerance before making any investment decisions.
Vanguard Mortgage-Backed Securities Index Fund
VMBS
Updated on: 05/12/2023
Financial Health
Neutral
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Institutional Investors and Hedge Funds Adjust Holdings in Vanguard Mortgage-Backed Securities ETF as Share Prices Stabilize
On September 15, 2023, it was reported that various institutional investors and hedge funds had made adjustments to their holdings of Vanguard Mortgage-Backed Securities ETF. Among these entities, Charles Schwab Investment Advisory Inc. increased its stake in the company by 9.6% during the first quarter, now owning a substantial 121,152,332 shares valued at $5,639,641,000. Bank of America Corp DE also significantly lifted its holdings in the exchange traded fund’s stock by 35.6% during the fourth quarter, accumulating 53,914,528 shares worth $2,454,189,000.
Envestnet Asset Management Inc., on the other hand, experienced a more modest increase of 6.4% in its holdings during the first quarter. The firm now possesses 19,657,840 shares of Vanguard Mortgage-Backed Securities ETF valued at $915,072,000. Similarly, JPMorgan Chase & Co.’s position in the company grew by 2.0% during the same period as it acquired an additional 190,652 shares worth $446,291,000.
In line with these developments is Bank of New York Mellon Corp’s significant growth in stake during the first quarter – a staggering increase of 22.8%. The corporation now owns an impressive 7,667,575 shares valued at $356,-
926,-
000.
Vanguard Mortgage-Backed Securities ETF started trading on Friday at $44.85 per share. Its fifty-two week low stands at $43.33 while its fifty-two week high reached $47.56. As for its moving averages over a span of time: a fifty-day moving average price of $45,-
21 and a two hundred-day moving average price of-$45,-
88 can be observed.
The primary objective that drives Vanguard Mortgage Backed Securities ETF is to track the performance of a market-weighted index consisting of mortgage-backed securities. Employing a passive management or indexing investment approach, the fund seeks to replicate the results of the Barclays Capital U.S. MBS Float Adjusted Index (the Index).
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