Regent Peak Wealth Advisors LLC Vanguard Mortg Backed Sec ETF Transaction History

Regent Peak Wealth Advisors LLC

$441 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 28, 2021	SELL	$53.31 - $54.16 $213 - $216	-4 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$53.96 - $54.25 $215 - $217	4 New	4 $0

Others Institutions Holding VMBS

# of Institutions

628

Shares Held

342M

Call Options Held

900

Put Options Held

80.3K

Charles Schwab Investment Management Inc San Francisco, CA

121M
Shares

$5.51 Billion
1.11% of portfolio
Bank Of America Corp Charlotte, NC

69M
Shares

$3.15 Billion
0.27% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$907 Million
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$392 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

7.99M
Shares

$365 Million
0.09% of portfolio

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
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