4 J Wealth Management LLC Vanguard Mortg Backed Sec ETF Transaction History

4 J Wealth Management LLC

$105 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 20, 2022	BUY	$44.41 - $49.27 $2.68 Million - $2.98 Million	60,394 New	60,394 $2.72 Million

Others Institutions Holding VMBS

# of Institutions

654

Shares Held

355M

Call Options Held

900

Put Options Held

300

Charles Schwab Investment Management Inc San Francisco, CA

115M
Shares

$5.25 Billion
0.99% of portfolio
Bank Of America Corp Charlotte, NC

69M
Shares

$3.14 Billion
0.27% of portfolio
Jpmorgan Chase & CO New York, NY

46.5M
Shares

$2.12 Billion
0.17% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$906 Million
0.31% of portfolio
Assetmark, Inc

8.12M
Shares

$370 Million
1.01% of portfolio

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
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