Swm Advisors Vanguard Mortg Backed Sec ETF Transaction History

Swm Advisors

$106 Million
Q3 2022

A detailed history of Swm Advisors transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Swm Advisors holds 8,470 shares of VMBS stock, worth $387,417. This represents 0.36% of its overall portfolio holdings.

Number of Shares

8,470

Previous 8,470 -0.0%

Holding current value

$387,417

Previous $405,000 5.68%

% of portfolio

0.36%

Previous 0.37%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	BUY	$52.71 - $53.35 $446,453 - $451,874	8,470 New	8,470 $436,000

Others Institutions Holding VMBS

# of Institutions

668

Shares Held

391M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

115M
Shares

$5.27 Billion
0.99% of portfolio
Bank Of America Corp Charlotte, NC

73.2M
Shares

$3.35 Billion
0.28% of portfolio
Jpmorgan Chase & CO New York, NY

46.5M
Shares

$2.13 Billion
0.17% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$908 Million
0.3% of portfolio
Assetmark, Inc

8.12M
Shares

$371 Million
1.01% of portfolio

View Full List

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

More about VMBS

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