Sloy Dahl & Holst, LLC Vanguard Mortg Backed Sec ETF Transaction History

Sloy Dahl & Holst, LLC

$728 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$49.53 - $52.66 $525,018 - $558,196	-10,600 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$53.19 - $53.64 $563,814 - $568,584	10,600 New	10,600 $565,000

Others Institutions Holding VMBS

# of Institutions

644

Shares Held

344M

Call Options Held

900

Put Options Held

80.3K

Charles Schwab Investment Management Inc San Francisco, CA

121M
Shares

$5.5 Billion
1.11% of portfolio
Bank Of America Corp Charlotte, NC

69M
Shares

$3.15 Billion
0.27% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$906 Million
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$391 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

7.99M
Shares

$365 Million
0.09% of portfolio

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
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