Sofi Wealth, LLC Vanguard Mortg Backed Sec ETF Transaction History
Sofi Wealth, LLC
- $1.44 Billion
- Q3 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 653,401 shares of VMBS stock, worth $30.8 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
653,401
Previous 579,898
12.68%
Holding current value
$30.8 Million
Previous $26.9 Million
14.18%
% of portfolio
2.13%
Previous 1.99%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
688Shares Held
273MCall 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$995 Million0.3% of portfolio
-
Assetmark, Inc8.61MShares$407 Million0.96% of portfolio
-
Wells Fargo & Company San Francisco, CA7.17MShares$339 Million0.07% of portfolio