Bennett Associates Wealth Management Vanguard Mortg Backed Sec ETF Transaction History
Bennett Associates Wealth Management
- $130 Billion
- Q2 2025
A detailed history of Bennett Associates Wealth Management transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Bennett Associates Wealth Management holds 29,833 shares of VMBS stock, worth $1.41 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
29,833
Previous 31,545
5.43%
Holding current value
$1.41 Million
Previous $1.46 Billion
5.37%
% of portfolio
1.06%
Previous 1.2%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
691Shares Held
271MCall Options Held
11.6KPut Options Held
11.4K-
Bank Of America Corp Charlotte, NC53.2MShares$2.51 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.3 Billion0.18% of portfolio
-
Envestnet Asset Management Inc21.1MShares$994 Million0.3% of portfolio
-
Assetmark, Inc8.61MShares$406 Million0.96% of portfolio
-
Wells Fargo & Company San Francisco, CA7.17MShares$338 Million0.07% of portfolio