Cape Investment Advisory, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 2024
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 2,439 shares of VMBS stock, worth $112,145. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,439
Previous 1,364
78.81%
Holding current value
$112,145
Previous $64.4 Million
71.73%
% of portfolio
0.04%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding VMBS
# of Institutions
674Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.3 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.36 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.14 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$913 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$373 Million1.01% of portfolio