Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS) Holdings Raised by LifePlan Financial LLC

LifePlan Financial LLC increased its position in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS) by 1.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 43,791 shares of the exchange traded fund’s stock after purchasing an additional 425 shares during the quarter. Vanguard Mortgage-Backed Securities ETF accounts for about 1.8% of LifePlan Financial LLC’s investment portfolio, making the stock its 15th largest holding. LifePlan Financial LLC’s holdings in Vanguard Mortgage-Backed Securities ETF were worth $1,985,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in VMBS. Fisher Asset Management LLC grew its holdings in shares of Vanguard Mortgage-Backed Securities ETF by 0.3% during the third quarter. Fisher Asset Management LLC now owns 78,094 shares of the exchange traded fund’s stock valued at $3,687,000 after purchasing an additional 229 shares during the last quarter. Empirical Asset Management LLC boosted its position in Vanguard Mortgage-Backed Securities ETF by 0.7% during the 3rd quarter. Empirical Asset Management LLC now owns 37,683 shares of the exchange traded fund’s stock valued at $1,779,000 after purchasing an additional 247 shares during the period. Concurrent Investment Advisors LLC grew its stake in Vanguard Mortgage-Backed Securities ETF by 0.7% during the 3rd quarter. Concurrent Investment Advisors LLC now owns 47,158 shares of the exchange traded fund’s stock worth $2,226,000 after buying an additional 309 shares during the last quarter. Hancock Whitney Corp increased its position in Vanguard Mortgage-Backed Securities ETF by 0.6% in the third quarter. Hancock Whitney Corp now owns 57,438 shares of the exchange traded fund’s stock worth $2,712,000 after buying an additional 354 shares during the period. Finally, Transform Wealth LLC lifted its stake in Vanguard Mortgage-Backed Securities ETF by 8.0% in the third quarter. Transform Wealth LLC now owns 4,829 shares of the exchange traded fund’s stock valued at $228,000 after buying an additional 356 shares during the last quarter.

Vanguard Mortgage-Backed Securities ETF Stock Performance

Vanguard Mortgage-Backed Securities ETF stock opened at $45.31 on Tuesday. Vanguard Mortgage-Backed Securities ETF has a one year low of $44.04 and a one year high of $47.59. The company has a 50-day simple moving average of $45.60 and a 200-day simple moving average of $46.19.

Vanguard Mortgage-Backed Securities ETF Increases Dividend

The company also recently declared a dividend, which was paid on Friday, December 27th. Shareholders of record on Tuesday, December 24th were paid a $0.1522 dividend. The ex-dividend date of this dividend was Tuesday, December 24th. This is a positive change from Vanguard Mortgage-Backed Securities ETF’s previous dividend of $0.14.

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).