Prudent Man Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History
Prudent Man Advisors, LLC
- $268 Million
- Q1 2025
A detailed history of Prudent Man Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Prudent Man Advisors, LLC holds 64,984 shares of VMBS stock, worth $2.97 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
64,984
Previous 58,386
11.3%
Holding current value
$2.97 Million
Previous $2.65 Million
13.68%
% of portfolio
1.12%
Previous 0.98%
Shares
9 transactions
Others Institutions Holding VMBS
# of Institutions
683Shares Held
371MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.05 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.4 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.23 Billion0.18% of portfolio
-
Envestnet Asset Management Inc20.9MShares$954 Million0.32% of portfolio
-
Assetmark, Inc8.29MShares$379 Million1.06% of portfolio