Triad Wealth Partners, LLC Vanguard Mortg Backed Sec ETF Transaction History

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$44.15 - $45.75 $51,964 - $53,847	1,177 New	1,177 $53.4 Million

Others Institutions Holding VMBS

# of Institutions

616

Shares Held

330M

Call Options Held

300

Put Options Held

98.8K

Charles Schwab Investment Management Inc San Francisco, CA

121M
Shares

$5.51 Billion
1.11% of portfolio
Bank Of America Corp Charlotte, NC

66.9M
Shares

$3.05 Billion
0.27% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$907 Million
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$392 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

7.99M
Shares

$365 Million
0.09% of portfolio

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
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