Institutional shares held 353 Million
900 calls
300 puts
Total value of holdings $16.1B
$41K calls
$13K puts
# of Institutions 657


Latest Institutional Activity in VMBS

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 4.41M ($201M)
Q4 2024
Wealthfront Advisers LLC Shares Held: 3.1M ($141M)
Q4 2024
Morningstar Investment Management LLC Shares Held: 2.56M ($117M)
Q4 2024
Essential Planning, Llc. Shares Held: 1.67M ($76.1M)
Q4 2024
Clearstead Advisors, LLC Shares Held: 1.52M ($69.4M)

Top Sells

Q4 2024
Charles Schwab Investment Management Inc Shares Held: 115M ($5.25B)
Q4 2024
Victory Capital Management Inc Shares Held: 954K ($43.5M)
Q4 2024
Simplicity Wealth,Llc Shares Held: 6.74K ($307K)
Q4 2024
Intelligence Driven Advisers, LLC Shares Held: 532K ($24.2M)
Q4 2024
Pnc Financial Services Group, Inc. Shares Held: 103K ($4.71M)

About VMBS

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