Herold Advisors, Inc. Vanguard Mortg Backed Sec ETF Transaction History

Herold Advisors, Inc.

$449 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$46.23 - $49.83 $6,657 - $7,175	-144 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$49.53 - $52.66 $7,132 - $7,583	144 New	144 $0

Others Institutions Holding VMBS

# of Institutions

629

Shares Held

342M

Call Options Held

900

Put Options Held

80.3K

Charles Schwab Investment Management Inc San Francisco, CA

121M
Shares

$5.53 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

$911 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

Ticker VMBS
Sector ETFs
Industry ETFs

More about VMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.