Lutz Financial Services LLC Vanguard Mortg Backed Sec ETF Transaction History

Lutz Financial Services LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Lutz Financial Services LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 41,788 shares of VMBS stock, worth $1.96 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
41,788
Previous 40,876 2.23%
Holding current value
$1.96 Million
Previous $1.89 Million 3.59%
% of portfolio
0.14%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$45.72 - $47.27 $41,696 - $43,110
912 Added 2.23%
41,788 $1.96 Million
Q2 2025

Jul 29, 2025
BUY
$45.2 - $46.6 $173,432 - $178,804
3,837 Added 10.36%
40,876 $1.89 Million
Q1 2025

May 07, 2025
BUY
$44.68 - $46.49 $32,035 - $33,333
717 Added 1.97%
37,039 $1.72 Million
Q4 2024

Feb 03, 2025
BUY
$45.17 - $47.23 $610,020 - $637,841
13,505 Added 59.19%
36,322 $1.65 Million
Q2 2024

Jul 29, 2024
BUY
$44.15 - $45.75 $1.01 Million - $1.04 Million
22,817 New
22,817 $1.04 Million

Others Institutions Holding VMBS

# of Institutions
712
Shares Held
287M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
Track This Portfolio

Track Lutz Financial Services LLC Portfolio

Follow Lutz Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lutz Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lutz Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email