Adviser Investments LLC Vanguard Mortg Backed Sec ETF Transaction History
Adviser Investments LLC
- $8.03 Billion
- Q4 2024
A detailed history of Adviser Investments LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Adviser Investments LLC holds 41,998 shares of VMBS stock, worth $1.93 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
41,998
Previous 42,736
1.73%
Holding current value
$1.93 Million
Previous $2.02 Million
5.6%
% of portfolio
0.02%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.31 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.37 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.14 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$914 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$373 Million1.01% of portfolio