Sterling Investment Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Sterling Investment Management, LLC
- $135 Million
- Q1 2025
A detailed history of Sterling Investment Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Sterling Investment Management, LLC holds 228,489 shares of VMBS stock, worth $10.5 Million. This represents 7.82% of its overall portfolio holdings.
Number of Shares
228,489
Previous 47,028
385.86%
Holding current value
$10.5 Million
Previous $2.13 Million
395.97%
% of portfolio
7.82%
Previous 1.75%
Shares
8 transactions
Others Institutions Holding VMBS
# of Institutions
683Shares Held
371MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.06 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.41 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.23 Billion0.18% of portfolio
-
Envestnet Asset Management Inc20.9MShares$956 Million0.32% of portfolio
-
Assetmark, Inc8.29MShares$380 Million1.06% of portfolio