Keener Financial Planning LLC Vanguard Mortg Backed Sec ETF Transaction History

Keener Financial Planning LLC

$216 Million
Q3 2025

A detailed history of Keener Financial Planning LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Keener Financial Planning LLC holds 10 shares of VMBS stock, worth $469. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$469

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 07, 2025	BUY	$45.72 - $47.27 $457 - $472	10 New	10 $0

Others Institutions Holding VMBS

# of Institutions

712

Shares Held

287M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

57.6M
Shares

$2.71 Billion
0.19% of portfolio
Jpmorgan Chase & CO New York, NY

50.9M
Shares

$2.39 Billion
0.16% of portfolio
Envestnet Asset Management Inc

22.2M
Shares

$1.04 Billion
0.32% of portfolio
Assetmark, Inc

8.84M
Shares

$415 Million
0.91% of portfolio
Wells Fargo & Company San Francisco, CA

8.16M
Shares

$383 Million
0.08% of portfolio

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About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
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Keener Financial Planning LLC Vanguard Mortg Backed Sec ETF Transaction History