One Ascent Investment Solutions LLC Vanguard Mortg Backed Sec ETF Transaction History
One Ascent Investment Solutions LLC
- $86.3 Million
- Q3 2025
A detailed history of One Ascent Investment Solutions LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, One Ascent Investment Solutions LLC holds 107,093 shares of VMBS stock, worth $5.03 Million. This represents 5.83% of its overall portfolio holdings.
Number of Shares
107,093
Previous 101,351
5.67%
Holding current value
$5.03 Million
Previous $4.7 Million
7.07%
% of portfolio
5.83%
Previous 5.01%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
712Shares Held
287MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC57.6MShares$2.71 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY50.9MShares$2.39 Billion0.16% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.04 Billion0.32% of portfolio
-
Assetmark, Inc8.84MShares$415 Million0.91% of portfolio
-
Wells Fargo & Company San Francisco, CA8.16MShares$383 Million0.08% of portfolio