Bennett Associates Wealth Management Vanguard Mortg Backed Sec ETF Transaction History
Bennett Associates Wealth Management
- $121 Billion
- Q1 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 31,545 shares of VMBS stock, worth $1.44 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
31,545
Previous 30,007
5.13%
Holding current value
$1.44 Million
Previous $1.36 Billion
7.37%
% of portfolio
1.2%
Previous 1.13%
Shares
3 transactions
Others Institutions Holding VMBS
# of Institutions
683Shares Held
371MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.05 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.4 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.23 Billion0.18% of portfolio
-
Envestnet Asset Management Inc20.9MShares$954 Million0.32% of portfolio
-
Assetmark, Inc8.29MShares$379 Million1.06% of portfolio