Valmark Advisers, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Valmark Advisers, Inc.
- $6.34 Billion
- Q3 2024
A detailed history of Valmark Advisers, Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Valmark Advisers, Inc. holds 1,337,866 shares of VMBS stock, worth $61.5 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
1,337,866
Previous 1,317,513
1.54%
Holding current value
$61.5 Million
Previous $59.8 Million
5.59%
% of portfolio
1.0%
Previous 1.02%
Shares
29 transactions
Others Institutions Holding VMBS
# of Institutions
616Shares Held
345MCall Options Held
300Put Options Held
98.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.49 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.07 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$878 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$342 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$313 Million0.03% of portfolio