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

4 J Wealth Management LLC

$114 Million
Q3 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

628

Shares Held

342M

Call Options Held

900

Put Options Held

80.3K

Charles Schwab Investment Management Inc San Francisco, CA

121M
Shares

$5.52 Billion
1.11% of portfolio
Bank Of America Corp Charlotte, NC

69M
Shares

$3.16 Billion
0.27% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$910 Million
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$393 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

7.99M
Shares

$366 Million
0.09% of portfolio

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
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