Swp Financial LLC Vanguard Mortg Backed Sec ETF Transaction History
Swp Financial LLC
- $182 Billion
- Q2 2025
A detailed history of Swp Financial LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Swp Financial LLC holds 108,365 shares of VMBS stock, worth $5.01 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
108,365
Previous 104,597
3.6%
Holding current value
$5.01 Million
Previous $4.84 Billion
3.67%
% of portfolio
2.76%
Previous 2.96%
Shares
3 transactions
Others Institutions Holding VMBS
# of Institutions
688Shares Held
376MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.1 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.43 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.25 Billion0.18% of portfolio
-
Envestnet Asset Management Inc21.1MShares$975 Million0.3% of portfolio
-
Assetmark, Inc8.61MShares$398 Million0.96% of portfolio