Global Retirement Partners LLC Boosts Stock Position in Vanguard Mortgage-Backed Securities ETF $VMBS

Global Retirement Partners LLC grew its stake in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS) by 66.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 31,807 shares of the exchange traded fund’s stock after buying an additional 12,665 shares during the period. Global Retirement Partners LLC’s holdings in Vanguard Mortgage-Backed Securities ETF were worth $1,497,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in the business. Bank of America Corp DE lifted its holdings in Vanguard Mortgage-Backed Securities ETF by 8.4% in the 3rd quarter. Bank of America Corp DE now owns 57,618,720 shares of the exchange traded fund’s stock worth $2,705,775,000 after purchasing an additional 4,468,416 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in Vanguard Mortgage-Backed Securities ETF by 2.5% in the 3rd quarter. JPMorgan Chase & Co. now owns 50,924,140 shares of the exchange traded fund’s stock worth $2,391,398,000 after purchasing an additional 1,253,241 shares in the last quarter. Envestnet Asset Management Inc. lifted its holdings in Vanguard Mortgage-Backed Securities ETF by 5.4% in the 3rd quarter. Envestnet Asset Management Inc. now owns 22,220,955 shares of the exchange traded fund’s stock worth $1,043,496,000 after purchasing an additional 1,139,467 shares in the last quarter. Bank of New York Mellon Corp lifted its holdings in Vanguard Mortgage-Backed Securities ETF by 2.5% in the 3rd quarter. Bank of New York Mellon Corp now owns 10,336,243 shares of the exchange traded fund’s stock worth $485,390,000 after purchasing an additional 253,782 shares in the last quarter. Finally, Assetmark Inc. lifted its holdings in Vanguard Mortgage-Backed Securities ETF by 2.6% in the 3rd quarter. Assetmark Inc. now owns 8,839,027 shares of the exchange traded fund’s stock worth $415,081,000 after purchasing an additional 224,746 shares in the last quarter.

Vanguard Mortgage-Backed Securities ETF Price Performance

NASDAQ VMBS opened at $46.57 on Monday. The stock’s 50 day moving average is $46.85 and its 200 day moving average is $47.09. Vanguard Mortgage-Backed Securities ETF has a 12 month low of $45.21 and a 12 month high of $47.90.

Vanguard Mortgage-Backed Securities ETF Cuts Dividend

The firm also recently declared a dividend, which was paid on Tuesday, May 5th. Investors of record on Friday, May 1st were issued a $0.1609 dividend. The ex-dividend date of this dividend was Friday, May 1st.

Vanguard Mortgage-Backed Securities ETF Company 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). The Index covers the United States agency mortgage-backed, pass-through securities issued by Government National Mortgage Association (GNMA), Federal National Mortgage Association (FNMA) and Federal Home Loan Mortgage Corporation (FHLMC).