Market Street Wealth Management Advisors LLC Vanguard Mortg Backed Sec ETF Transaction History

Market Street Wealth Management Advisors LLC

$572 Million
Q3 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 12, 2023	BUY	$43.61 - $46.21 $670,416 - $710,386	15,373 New	15,373 $673,000

Others Institutions Holding VMBS

# of Institutions

704

Shares Held

281M

Call Options Held

11.6K

Put Options Held

11.4K

Bank Of America Corp Charlotte, NC

53.2M
Shares

$2.51 Billion
0.19% of portfolio
Jpmorgan Chase & CO New York, NY

50.9M
Shares

$2.4 Billion
0.16% of portfolio
Envestnet Asset Management Inc

22.2M
Shares

$1.05 Billion
0.32% of portfolio
Assetmark, Inc

8.84M
Shares

$417 Million
0.91% of portfolio
Wells Fargo & Company San Francisco, CA

7.17M
Shares

$338 Million
0.07% of portfolio

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About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
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