Institutional shares held 271 Million
11.6K calls
11.4K puts
Total value of holdings $12.8B
$546K calls
$537K puts
# of Institutions 691


Latest Institutional Activity in VMBS

Top Purchases

Q2 2025
Mather Group, Llc. Shares Held: 6.47M ($305M)
Q2 2025
Bank Of America Corp Shares Held: 53.2M ($2.51B)
Q2 2025
Clearstead Advisors, LLC Shares Held: 2.18M ($103M)
Q2 2025
Assetmark, Inc Shares Held: 8.61M ($406M)
Q2 2025
Cresset Asset Management, LLC Shares Held: 295K ($13.9M)

Top Sells

Q2 2025
Ae Wealth Management LLC Shares Held: 39.7K ($1.87M)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 134K ($6.32M)
Q2 2025
Ameriprise Financial Inc Shares Held: 4.96M ($234M)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 3.55M ($167M)
Q2 2025
Ma Private Wealth Shares Held: 309K ($14.6M)

About VMBS

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