Sensible Financial Planning & Management, Llc. Vanguard Mortg Backed Sec ETF Transaction History
Sensible Financial Planning & Management, Llc.
- $501 Million
- Q1 2025
A detailed history of Sensible Financial Planning & Management, Llc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Sensible Financial Planning & Management, Llc. holds 249,288 shares of VMBS stock, worth $11.5 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
249,288
Previous 215,351
15.76%
Holding current value
$11.5 Million
Previous $9.76 Million
18.23%
% of portfolio
2.3%
Previous 2.02%
Shares
10 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
393MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.34 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.39 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
-
Envestnet Asset Management Inc20.9MShares$966 Million0.32% of portfolio
-
Assetmark, Inc8.12MShares$376 Million1.01% of portfolio