Ellis Investment Partners, LLC Vanguard Mortg Backed Sec ETF Transaction History
Ellis Investment Partners, LLC
- $469 Million
- Q1 2025
A detailed history of Ellis Investment Partners, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Ellis Investment Partners, LLC holds 7,786 shares of VMBS stock, worth $354,496. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,786
Previous 7,764
0.28%
Holding current value
$354,496
Previous $352,000
2.27%
% of portfolio
0.08%
Previous 0.07%
Shares
17 transactions
Others Institutions Holding VMBS
# of Institutions
673Shares Held
392MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.25 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.33 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.12 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$904 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$370 Million1.01% of portfolio