Moss Adams Wealth Advisors LLC Vanguard Mortg Backed Sec ETF Transaction History

Moss Adams Wealth Advisors LLC

$913 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Dec 20, 2023	SELL	$45.49 - $47.04 $636 - $658	-14 Closed	0 $0
Q1 2023 Dec 20, 2023	BUY	$45.14 - $47.41 $631 - $663	14 New	14 $652,000

Others Institutions Holding VMBS

# of Institutions

628

Shares Held

341M

Call Options Held

900

Put Options Held

80.3K

Charles Schwab Investment Management Inc San Francisco, CA

121M
Shares

$5.5 Billion
1.11% of portfolio
Bank Of America Corp Charlotte, NC

69M
Shares

$3.14 Billion
0.27% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$905 Million
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$391 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

7.99M
Shares

$364 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 Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.