Sax Wealth Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History
Sax Wealth Advisors, LLC
- $2.07 Billion
- Q4 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 31,641 shares of VMBS stock, worth $1.49 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
31,641Holding current value
$1.49 Million% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
710Shares Held
288MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC57.6MShares$2.71 Billion0.19% of portfolio
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Jpmorgan Chase & CO New York, NY50.9MShares$2.39 Billion0.16% of portfolio
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Envestnet Asset Management Inc22.2MShares$1.04 Billion0.32% of portfolio
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Assetmark, Inc8.84MShares$415 Million0.91% of portfolio
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Wells Fargo & Company San Francisco, CA8.16MShares$383 Million0.08% of portfolio