Kovitz Investment Group Partners, LLC Vanguard Mortg Backed Sec ETF Transaction History
Kovitz Investment Group Partners, LLC
- $6.71 Billion
- Q1 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 181,022 shares of VMBS stock, worth $8.19 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
181,022
Previous 141,148
28.25%
Holding current value
$8.19 Million
Previous $6.54 Million
26.18%
% of portfolio
0.12%
Previous 0.13%
Shares
21 transactions
Others Institutions Holding VMBS
# of Institutions
602Shares Held
335MCall Options Held
600Put Options Held
28.7K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA135MShares$6.11 Billion8.46% of portfolio
-
Bank Of America Corp Charlotte, NC64.6MShares$2.92 Billion0.28% of portfolio
-
Envestnet Asset Management Inc18.5MShares$835 Million0.32% of portfolio
-
Assetmark, Inc7.11MShares$322 Million1.06% of portfolio
-
Jpmorgan Chase & CO New York, NY6.22MShares$282 Million0.03% of portfolio