Sofi Wealth, LLC Vanguard Mortg Backed Sec ETF Transaction History
Sofi Wealth, LLC
- $1.35 Billion
- Q2 2025
A detailed history of Sofi Wealth, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Sofi Wealth, LLC holds 579,898 shares of VMBS stock, worth $27.3 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
579,898
Previous 545,827
6.24%
Holding current value
$27.3 Million
Previous $25.3 Million
6.31%
% of portfolio
1.99%
Previous 2.2%
Shares
3 transactions
Others Institutions Holding VMBS
# of Institutions
691Shares Held
271MCall Options Held
11.6KPut Options Held
11.4K-
Bank Of America Corp Charlotte, NC53.2MShares$2.51 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.3 Billion0.18% of portfolio
-
Envestnet Asset Management Inc21.1MShares$994 Million0.3% of portfolio
-
Assetmark, Inc8.61MShares$406 Million0.96% of portfolio
-
Wells Fargo & Company San Francisco, CA7.17MShares$338 Million0.07% of portfolio