EP Wealth Advisors LLC Invests $162,000 in Vanguard Mortgage-Backed Securities ETF $VMBS

EP Wealth Advisors LLC acquired a new stake in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS) during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 3,493 shares of the exchange traded fund’s stock, valued at approximately $162,000.

Other institutional investors also recently bought and sold shares of the company. Breakwater Investment Management purchased a new stake in Vanguard Mortgage-Backed Securities ETF during the 1st quarter valued at about $27,000. Dunhill Financial LLC purchased a new stake in Vanguard Mortgage-Backed Securities ETF during the 1st quarter valued at about $31,000. LRI Investments LLC grew its position in Vanguard Mortgage-Backed Securities ETF by 138.9% during the 1st quarter. LRI Investments LLC now owns 731 shares of the exchange traded fund’s stock valued at $34,000 after purchasing an additional 425 shares during the last quarter. Parallel Advisors LLC grew its position in Vanguard Mortgage-Backed Securities ETF by 37.7% during the 1st quarter. Parallel Advisors LLC now owns 1,789 shares of the exchange traded fund’s stock valued at $83,000 after purchasing an additional 490 shares during the last quarter. Finally, Windsor Advisory Group LLC purchased a new stake in Vanguard Mortgage-Backed Securities ETF during the 4th quarter valued at about $94,000.

Vanguard Mortgage-Backed Securities ETF Price Performance

Shares of VMBS stock opened at $47.06 on Thursday. Vanguard Mortgage-Backed Securities ETF has a one year low of $44.65 and a one year high of $47.59. The company’s 50-day moving average is $46.26 and its 200 day moving average is $46.01.

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).