Smith, Salley & Associates Vanguard Mortg Backed Sec ETF Transaction History

Smith, Salley & Associates

$1.5 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 01, 2022	BUY	$44.41 - $49.27 $375,175 - $416,232	8,448 New	8,448 $381,000

Others Institutions Holding VMBS

# of Institutions

666

Shares Held

393M

Call Options Held

900

Put Options Held

300

Charles Schwab Investment Management Inc San Francisco, CA

115M
Shares

$5.27 Billion
0.99% of portfolio
Bank Of America Corp Charlotte, NC

73.2M
Shares

$3.35 Billion
0.28% of portfolio
Jpmorgan Chase & CO New York, NY

46.5M
Shares

$2.13 Billion
0.17% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$908 Million
0.3% of portfolio
Assetmark, Inc

8.12M
Shares

$371 Million
1.01% of portfolio

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
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