Financial Architects, Inc Vanguard Mortg Backed Sec ETF Transaction History

Financial Architects, Inc

$657 Million
Q2 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 03, 2018	SELL	N/A	-557 Closed	0 $0
Q1 2018 Apr 23, 2018	SELL	N/A	-1,355 Reduced 70.87%	557 $29,000
Q4 2017 Feb 12, 2018	BUY	N/A	1,912	1,912 $100,000

Others Institutions Holding VMBS

# of Institutions

628

Shares Held

342M

Call Options Held

900

Put Options Held

80.3K

Charles Schwab Investment Management Inc San Francisco, CA

121M
Shares

$5.52 Billion
1.11% of portfolio
Bank Of America Corp Charlotte, NC

69M
Shares

$3.16 Billion
0.27% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$910 Million
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$393 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

7.99M
Shares

$366 Million
0.09% of portfolio

About VANGUARD MORTG-BACKED SEC ETF

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