Heritage Wealth Advisors Vanguard Mortg Backed Sec ETF Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Dec 12, 2024	BUY	$43.58 - $46.9 $2,614 - $2,814	60 New	60 $2,000
Q4 2022 Feb 06, 2023	BUY	$43.58 - $46.9 $2,614 - $2,814	60 New	60 $2,000

Others Institutions Holding VMBS

# of Institutions

656

Shares Held

350M

Call Options Held

900

Put Options Held

300

Charles Schwab Investment Management Inc San Francisco, CA

115M
Shares

$5.25 Billion
0.99% of portfolio
Bank Of America Corp Charlotte, NC

69M
Shares

$3.14 Billion
0.27% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$906 Million
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$391 Million
0.03% of portfolio
Assetmark, Inc

8.12M
Shares

$370 Million
1.01% of portfolio

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

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