Bradley & Co. Private Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History

Bradley & Co. Private Wealth Management, LLC

$178 Million
Q3 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 02, 2024	BUY	$42.3 - $46.59 $26,183 - $28,839	619 New	619 $28,000

Others Institutions Holding VMBS

# of Institutions

709

Shares Held

287M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

57.6M
Shares

$2.71 Billion
0.19% of portfolio
Jpmorgan Chase & CO New York, NY

50.9M
Shares

$2.39 Billion
0.16% of portfolio
Envestnet Asset Management Inc

22.2M
Shares

$1.04 Billion
0.32% of portfolio
Assetmark, Inc

8.84M
Shares

$415 Million
0.91% of portfolio
Wells Fargo & Company San Francisco, CA

8.16M
Shares

$383 Million
0.08% of portfolio

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