Certified Advisory Corp Vanguard Mortg Backed Sec ETF Transaction History
Certified Advisory Corp
- $873 Million
- Q1 2025
A detailed history of Certified Advisory Corp transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Certified Advisory Corp holds 38,396 shares of VMBS stock, worth $1.77 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
38,396
Previous 59,377
35.34%
Holding current value
$1.77 Million
Previous $2.69 Million
33.95%
% of portfolio
0.2%
Previous 0.3%
Shares
15 transactions
Others Institutions Holding VMBS
# of Institutions
683Shares Held
371MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.08 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.42 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.24 Billion0.18% of portfolio
-
Envestnet Asset Management Inc20.9MShares$961 Million0.32% of portfolio
-
Assetmark, Inc8.29MShares$382 Million1.06% of portfolio