Cape Investment Advisory, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 2,329 shares of VMBS stock, worth $109,928. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,329
              Previous 1,927
              
        
           20.86%
        
      
          
        Holding current value
$109,928
            Previous $89.2 Million
            
        
           20.95%
        
      
          
        % of portfolio
0.04%
            Previous 0.04%
          
        Shares
	  10 transactions
	
  Others Institutions Holding VMBS
# of Institutions
692Shares Held
273MCall Options Held
11.6KPut Options Held
11.4K- 
    
      Bank Of America Corp Charlotte, NC53.2MShares$2.51 Billion0.19% of portfolio
- 
    
      Jpmorgan Chase & CO New York, NY48.7MShares$2.3 Billion0.18% of portfolio
- 
    
      Envestnet Asset Management Inc21.1MShares$995 Million0.3% of portfolio
- 
    
      Assetmark, Inc8.61MShares$407 Million0.96% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA7.17MShares$339 Million0.07% of portfolio