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

Bradley & Co. Private Wealth Management, LLC

$145 Million
Q1 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

683

Shares Held

371M

Call Options Held

100

Put Options Held

11.4K

Charles Schwab Investment Management Inc San Francisco, CA

110M
Shares

$5.05 Billion
0.98% of portfolio
Bank Of America Corp Charlotte, NC

52.5M
Shares

$2.4 Billion
0.2% of portfolio
Jpmorgan Chase & CO New York, NY

48.7M
Shares

$2.23 Billion
0.18% of portfolio
Envestnet Asset Management Inc

20.9M
Shares

$954 Million
0.32% of portfolio
Assetmark, Inc

8.29M
Shares

$379 Million
1.06% of portfolio

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