Diversify Advisory Services, LLC Vanguard Mortg Backed Sec ETF Transaction History
Diversify Advisory Services, LLC
- $1.6 Trillion
- Q1 2025
A detailed history of Diversify Advisory Services, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 164,676 shares of VMBS stock, worth $7.58 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
164,676
Previous 149,921
9.84%
Holding current value
$7.58 Million
Previous $6.71 Billion
13.64%
% of portfolio
0.48%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding VMBS
# of Institutions
686Shares Held
377MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.08 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.42 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.24 Billion0.18% of portfolio
-
Envestnet Asset Management Inc20.9MShares$960 Million0.32% of portfolio
-
Assetmark, Inc8.29MShares$382 Million1.06% of portfolio