Bennett Associates Wealth Management Vanguard Mortg Backed Sec ETF Transaction History
Bennett Associates Wealth Management
- $138 Billion
- Q3 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 33,401 shares of VMBS stock, worth $1.58 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
33,401
Previous 29,833
11.96%
Holding current value
$1.58 Million
Previous $1.38 Billion
13.46%
% of portfolio
1.14%
Previous 1.06%
Shares
5 transactions
Others Institutions Holding VMBS
# of Institutions
688Shares Held
273MCall 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$995 Million0.3% of portfolio
-
Assetmark, Inc8.61MShares$407 Million0.96% of portfolio
-
Wells Fargo & Company San Francisco, CA7.17MShares$339 Million0.07% of portfolio