Swm Advisors Vanguard Mortg Backed Sec ETF Transaction History

Swm Advisors

$106 Million
Q3 2022

A detailed history of Swm Advisors transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Swm Advisors holds 8,470 shares of VMBS stock, worth $381,234. This represents 0.36% of its overall portfolio holdings.

Number of Shares

8,470

Previous 8,470 -0.0%

Holding current value

$381,234

Previous $405,000 5.68%

% of portfolio

0.36%

Previous 0.37%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	BUY	N/A	8,470 New	8,470 $436,000

Others Institutions Holding VMBS

# of Institutions

601

Shares Held

335M

Call Options Held

600

Put Options Held

28.7K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

135M
Shares

$6.08 Billion
8.46% of portfolio
Bank Of America Corp Charlotte, NC

64.6M
Shares

$2.91 Billion
0.28% of portfolio
Envestnet Asset Management Inc

18.5M
Shares

$831 Million
0.32% of portfolio
Assetmark, Inc

7.11M
Shares

$320 Million
1.06% of portfolio
Jpmorgan Chase & CO New York, NY

6.22M
Shares

$280 Million
0.03% of portfolio

View Full List

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

More about VMBS

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