Woodley Farra Manion Portfolio Management Inc Vanguard Mortg Backed Sec ETF Transaction History

Woodley Farra Manion Portfolio Management Inc

$1.83 Billion
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 08, 2020	SELL	$51.4 - $54.6 $1,747 - $1,856	-34 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$53.04 - $53.35 $1,803 - $1,813	34 New	34 $2,000

Others Institutions Holding VMBS

# of Institutions

613

Shares Held

346M

Call Options Held

300

Put Options Held

98.8K

Charles Schwab Investment Management Inc San Francisco, CA

141M
Shares

$6.43 Billion
1.24% of portfolio
Bank Of America Corp Charlotte, NC

66.9M
Shares

$3.04 Billion
0.27% of portfolio
Envestnet Asset Management Inc

19.1M
Shares

$870 Million
0.31% of portfolio
Assetmark, Inc

7.64M
Shares

$348 Million
1.03% of portfolio
Jpmorgan Chase & CO New York, NY

6.8M
Shares

$310 Million
0.03% of portfolio

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About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
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