Savvy Advisors, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Savvy Advisors, Inc.
- $815 Million
- Q4 2024
A detailed history of Savvy Advisors, Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Savvy Advisors, Inc. holds 140,468 shares of VMBS stock, worth $6.5 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
140,468
Previous 108,434
29.54%
Holding current value
$6.5 Million
Previous $5.12 Billion
99.88%
% of portfolio
0.78%
Previous 1.04%
Shares
5 transactions
Others Institutions Holding VMBS
# of Institutions
667Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.34 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.39 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$919 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$376 Million1.01% of portfolio