Valmark Advisers, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Valmark Advisers, Inc.
- $6.54 Billion
- Q1 2025
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 1,394,052 shares of VMBS stock, worth $64.6 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
1,394,052
Previous 1,353,930
2.96%
Holding current value
$64.6 Million
Previous $61.4 Million
5.17%
% of portfolio
0.99%
Previous 0.96%
Shares
31 transactions
Others Institutions Holding VMBS
# of Institutions
673Shares Held
393MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.34 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.39 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
-
Envestnet Asset Management Inc20.9MShares$966 Million0.32% of portfolio
-
Assetmark, Inc8.12MShares$376 Million1.01% of portfolio