True Wealth Design, LLC Vanguard Mortg Backed Sec ETF Transaction History

True Wealth Design, LLC

$263 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$45.14 - $47.41 $7,448 - $7,822	165 New	165 $7.68 Million

Others Institutions Holding VMBS

# of Institutions

683

Shares Held

371M

Call Options Held

100

Put Options Held

11.4K

Charles Schwab Investment Management Inc San Francisco, CA

110M
Shares

$5.05 Billion
0.98% of portfolio
Bank Of America Corp Charlotte, NC

52.5M
Shares

$2.4 Billion
0.2% of portfolio
Jpmorgan Chase & CO New York, NY

48.7M
Shares

$2.23 Billion
0.18% of portfolio
Envestnet Asset Management Inc

20.9M
Shares

$954 Million
0.32% of portfolio
Assetmark, Inc

8.29M
Shares

$379 Million
1.06% of portfolio

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
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