HBK Sorce Advisory LLC Buys 71,854 Shares of Vanguard Mortgage-Backed Securities ETF $VMBS

HBK Sorce Advisory LLC boosted its stake in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS) by 13.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 600,200 shares of the exchange traded fund’s stock after purchasing an additional 71,854 shares during the quarter. Vanguard Mortgage-Backed Securities ETF comprises approximately 0.7% of HBK Sorce Advisory LLC’s investment portfolio, making the stock its 16th biggest position. HBK Sorce Advisory LLC owned about 0.19% of Vanguard Mortgage-Backed Securities ETF worth $28,341,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. BlueStem Wealth Partners LLC boosted its position in shares of Vanguard Mortgage-Backed Securities ETF by 9.3% in the third quarter. BlueStem Wealth Partners LLC now owns 597,332 shares of the exchange traded fund’s stock valued at $28,051,000 after acquiring an additional 50,651 shares during the period. Bell Bank boosted its position in shares of Vanguard Mortgage-Backed Securities ETF by 8.5% in the fourth quarter. Bell Bank now owns 844,957 shares of the exchange traded fund’s stock valued at $39,781,000 after acquiring an additional 66,496 shares during the period. 1834 Investment Advisors Co. boosted its position in shares of Vanguard Mortgage-Backed Securities ETF by 6.6% in the third quarter. 1834 Investment Advisors Co. now owns 270,166 shares of the exchange traded fund’s stock valued at $12,687,000 after acquiring an additional 16,663 shares during the period. Rialto Wealth Management LLC boosted its position in shares of Vanguard Mortgage-Backed Securities ETF by 57.1% in the fourth quarter. Rialto Wealth Management LLC now owns 387,799 shares of the exchange traded fund’s stock valued at $18,258,000 after acquiring an additional 140,873 shares during the period. Finally, Level Financial Advisors boosted its position in shares of Vanguard Mortgage-Backed Securities ETF by 8.9% in the fourth quarter. Level Financial Advisors now owns 237,034 shares of the exchange traded fund’s stock valued at $11,160,000 after acquiring an additional 19,361 shares during the period.

Vanguard Mortgage-Backed Securities ETF Price Performance

Shares of Vanguard Mortgage-Backed Securities ETF stock opened at $46.57 on Monday. The firm has a 50-day moving average of $46.85 and a 200-day moving average of $47.09. Vanguard Mortgage-Backed Securities ETF has a 52-week low of $45.21 and a 52-week high of $47.90.

Vanguard Mortgage-Backed Securities ETF Cuts Dividend

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

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). 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).