Ownership history in SWS Partners · 24 quarters on record
This page tracks every 13F SEC filing in which SWS Partners reported a position in VANGUARD MORTGAGE BACKED SEC ETF (VMBS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 158,572 | +4,617 | +3.0% | 1.80% | $7.5M | $46.76 |
| 2025 Q3 | ADDED | 153,955 | +10,012 | +7.0% | 1.76% | $7.2M | $46.00 |
| 2025 Q2 | ADDED | 143,943 | +31,918 | +28.5% | 1.80% | $6.7M | $44.91 |
| 2025 Q1 | REDUCED | 112,025 | -1 | -0.0% | 1.54% | $5.1M | $44.38 |
| 2024 Q4 | ADDED | 112,026 | +11,838 | +11.8% | 1.54% | $5.1M | $43.15 |
| 2024 Q3 | ADDED | 100,188 | +1,940 | +2.0% | 1.51% | $4.7M | $44.35 |
| 2024 Q2 | REDUCED | 98,248 | -2,048 | -2.0% | 1.33% | $4.5M | $42.23 |
| 2024 Q1 | ADDED | 100,296 | +1,922 | +2.0% | 1.37% | $4.6M | $42.00 |
| 2023 Q4 | ADDED | 98,374 | +10,139 | +11.5% | 1.49% | $4.6M | $42.43 |
| 2023 Q3 | ADDED | 88,235 | +4,178 | +5.0% | 1.43% | $3.9M | $39.57 |
As of 2025 Q4 — sorted by position size