Swp Financial LLC Vanguard Mortg Backed Sec ETF Transaction History
Swp Financial LLC
- $164 Billion
- Q1 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 104,597 shares of VMBS stock, worth $4.78 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
104,597
Previous 136,330
23.28%
Holding current value
$4.78 Million
Previous $6.18 Billion
21.64%
% of portfolio
2.96%
Previous 3.73%
Shares
2 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$5.05 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.4 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.23 Billion0.18% of portfolio
-
Envestnet Asset Management Inc20.9MShares$954 Million0.32% of portfolio
-
Assetmark, Inc8.29MShares$379 Million1.06% of portfolio