Sovereign Investment Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History
Sovereign Investment Advisors, LLC
- $276 Million
- Q2 2024
A detailed history of Sovereign Investment Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Sovereign Investment Advisors, LLC holds 157,548 shares of VMBS stock, worth $7.34 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
157,548
Previous 158,545
0.63%
Holding current value
$7.34 Million
Previous $7.23 Million
1.09%
% of portfolio
2.59%
Previous 2.57%
Shares
18 transactions
Others Institutions Holding VMBS
# of Institutions
618Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.58 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.11 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$890 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$346 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$317 Million0.03% of portfolio