Per Stirling Capital Management, Llc. Vanguard Mortg Backed Sec ETF Transaction History

Per Stirling Capital Management, Llc.

$705 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$42.3 - $46.59 $184,343 - $203,039	4,358 New	4,358 $202 Million

Others Institutions Holding VMBS

# of Institutions

667

Shares Held

395M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

115M
Shares

$5.26 Billion
0.99% of portfolio
Bank Of America Corp Charlotte, NC

73.2M
Shares

$3.34 Billion
0.28% of portfolio
Jpmorgan Chase & CO New York, NY

46.5M
Shares

$2.12 Billion
0.17% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$906 Million
0.3% of portfolio
Assetmark, Inc

8.12M
Shares

$370 Million
1.01% of portfolio

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
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