Cva Family Office, LLC Vanguard Mortg Backed Sec ETF Transaction History

Cva Family Office, LLC

$619 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 12, 2021	SELL	$53.19 - $53.64 $33,509 - $33,793	-630 Closed	0 $0
Q1 2021 Apr 14, 2021	BUY	$53.31 - $54.16 $33,585 - $34,120	630 New	630 $34,000

Others Institutions Holding VMBS

# of Institutions

653

Shares Held

391M

Call Options Held

900

Put Options Held

300

Charles Schwab Investment Management Inc San Francisco, CA

115M
Shares

$5.21 Billion
0.99% of portfolio
Bank Of America Corp Charlotte, NC

69M
Shares

$3.12 Billion
0.27% of portfolio
Jpmorgan Chase & CO New York, NY

46.5M
Shares

$2.1 Billion
0.17% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$898 Million
0.3% of portfolio
Assetmark, Inc

8.12M
Shares

$367 Million
1.01% of portfolio

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
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