Institutional & Family Asset Management, LLC Vanguard Mortg Backed Sec ETF Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	BUY	$45.49 - $47.04 $636 - $658	14 New	14 $0
Q3 2020 Oct 30, 2020	SELL	$54.16 - $54.5 $2,166 - $2,180	-40 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$54.11 - $54.66 $2,164 - $2,186	40 New	40 $2,000

Others Institutions Holding VMBS

# of Institutions

630

Shares Held

342M

Call Options Held

900

Put Options Held

80.3K

Charles Schwab Investment Management Inc San Francisco, CA

121M
Shares

$5.56 Billion
1.11% of portfolio
Bank Of America Corp Charlotte, NC

69M
Shares

$3.18 Billion
0.27% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$915 Million
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$395 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

7.99M
Shares

$368 Million
0.09% of portfolio

View Full List

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