Bennett Associates Wealth Management Vanguard Mortg Backed Sec ETF Transaction History
Bennett Associates Wealth Management
- $130 Billion
- Q2 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 29,833 shares of VMBS stock, worth $1.38 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
29,833
Previous 31,545
5.43%
Holding current value
$1.38 Million
Previous $1.46 Billion
5.37%
% of portfolio
1.06%
Previous 1.2%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
687Shares Held
375MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.1 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.43 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.25 Billion0.18% of portfolio
-
Envestnet Asset Management Inc21.1MShares$975 Million0.3% of portfolio
-
Assetmark, Inc8.61MShares$398 Million0.96% of portfolio