Marion Wealth Management Vanguard Mortg Backed Sec ETF Transaction History
Marion Wealth Management
- $392 Million
- Q2 2025
A detailed history of Marion Wealth Management transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Marion Wealth Management holds 124,797 shares of VMBS stock, worth $5.77 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
124,797
Previous 123,367
1.16%
Holding current value
$5.77 Million
Previous $5.71 Million
1.3%
% of portfolio
1.47%
Previous 1.54%
Shares
7 transactions
Others Institutions Holding VMBS
# of Institutions
688Shares Held
376MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.1 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.43 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.25 Billion0.18% of portfolio
-
Envestnet Asset Management Inc21.1MShares$975 Million0.3% of portfolio
-
Assetmark, Inc8.61MShares$398 Million0.96% of portfolio