Transform Wealth LLC Grows Stake in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Transform Wealth LLC lifted its stake in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS) by 41.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,808 shares of the exchange traded fund’s stock after buying an additional 1,979 shares during the period. Transform Wealth LLC’s holdings in Vanguard Mortgage-Backed Securities ETF were worth $309,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Fisher Asset Management LLC boosted its holdings in Vanguard Mortgage-Backed Securities ETF by 0.3% in the 3rd quarter. Fisher Asset Management LLC now owns 78,094 shares of the exchange traded fund’s stock worth $3,687,000 after acquiring an additional 229 shares during the period. Empirical Asset Management LLC raised its stake in shares of Vanguard Mortgage-Backed Securities ETF by 0.7% during the third 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 lifted its position in shares of Vanguard Mortgage-Backed Securities ETF by 0.7% during the third quarter. Concurrent Investment Advisors LLC now owns 47,158 shares of the exchange traded fund’s stock worth $2,226,000 after purchasing an additional 309 shares in the last quarter. Hancock Whitney Corp boosted its stake in shares of 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 valued at $2,712,000 after purchasing an additional 354 shares during the period. Finally, SageView Advisory Group LLC grew its holdings in Vanguard Mortgage-Backed Securities ETF by 5.6% during the 3rd quarter. SageView Advisory Group LLC now owns 6,755 shares of the exchange traded fund’s stock valued at $319,000 after purchasing an additional 358 shares in the last quarter.

Vanguard Mortgage-Backed Securities ETF Stock Up 0.3 %

Vanguard Mortgage-Backed Securities ETF stock opened at $45.46 on Wednesday. The firm’s fifty day moving average price is $45.59 and its 200 day moving average price is $46.19. Vanguard Mortgage-Backed Securities ETF has a 12-month low of $44.04 and a 12-month high of $47.59.

Vanguard Mortgage-Backed Securities ETF Increases Dividend

The firm also recently announced a dividend, which was paid on Friday, December 27th. Stockholders of record on Tuesday, December 24th were given a dividend of $0.1522 per share. This is a positive change from Vanguard Mortgage-Backed Securities ETF’s previous dividend of $0.14. The ex-dividend date was Tuesday, December 24th.

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).