Savvy Advisors, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Savvy Advisors, Inc.
- $974 Million
- Q1 2025
A detailed history of Savvy Advisors, Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Savvy Advisors, Inc. holds 145,863 shares of VMBS stock, worth $6.67 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
145,863
Previous 140,468
3.84%
Holding current value
$6.67 Million
Previous $6.37 Million
6.06%
% of portfolio
0.69%
Previous 0.78%
Shares
6 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