Vanguard Mortgage-Backed Securities ETF $VMBS Stock Purchased by RKL Wealth Management LLC

RKL Wealth Management LLC boosted its stake in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS) by 7.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 445,308 shares of the exchange traded fund’s stock after purchasing an additional 32,462 shares during the period. Vanguard Mortgage-Backed Securities ETF comprises 1.6% of RKL Wealth Management LLC’s portfolio, making the stock its 17th largest holding. RKL Wealth Management LLC owned about 0.13% of Vanguard Mortgage-Backed Securities ETF worth $19,776,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in VMBS. Envestnet Asset Management Inc. raised its stake in Vanguard Mortgage-Backed Securities ETF by 3.4% during the 2nd quarter. Envestnet Asset Management Inc. now owns 28,250,812 shares of the exchange traded fund’s stock valued at $1,322,420,000 after buying an additional 917,120 shares during the last quarter. Mather Group LLC. lifted its holdings in shares of Vanguard Mortgage-Backed Securities ETF by 11.4% during the 3rd quarter. Mather Group LLC. now owns 9,467,666 shares of the exchange traded fund’s stock valued at $420,459,000 after buying an additional 968,285 shares during the period. Assetmark Inc. lifted its holdings in shares of Vanguard Mortgage-Backed Securities ETF by 0.7% during the 1st quarter. Assetmark Inc. now owns 8,853,123 shares of the exchange traded fund’s stock valued at $415,654,000 after buying an additional 60,256 shares during the period. KM Capital Management Ltd. purchased a new position in shares of Vanguard Mortgage-Backed Securities ETF in the 2nd quarter worth $215,510,000. Finally, Lincoln National Corp boosted its stake in shares of Vanguard Mortgage-Backed Securities ETF by 1.1% in the 1st quarter. Lincoln National Corp now owns 3,791,318 shares of the exchange traded fund’s stock worth $178,002,000 after buying an additional 40,592 shares during the last quarter.

Vanguard Mortgage-Backed Securities ETF Stock Performance

Shares of VMBS traded down $0.02 during trading hours on Friday, hitting $44.91. The stock had a trading volume of 2,550,886 shares, compared to its average volume of 1,718,199. Vanguard Mortgage-Backed Securities ETF has a 12 month low of $43.95 and a 12 month high of $47.90. The stock has a fifty day moving average price of $45.40 and a 200 day moving average price of $46.22.

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).