Modern Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 143,064 shares of VMBS stock, worth $6.72 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
143,064Holding current value
$6.72 Million% of portfolio
0.13%Shares
6 transactions
Others Institutions Holding VMBS
# of Institutions
711Shares Held
288MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC57.6MShares$2.71 Billion0.19% of portfolio
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Jpmorgan Chase & CO New York, NY50.9MShares$2.39 Billion0.16% of portfolio
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Envestnet Asset Management Inc22.2MShares$1.04 Billion0.32% of portfolio
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Assetmark, Inc8.84MShares$415 Million0.91% of portfolio
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Wells Fargo & Company San Francisco, CA8.16MShares$383 Million0.08% of portfolio