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Vanguard Mortgage Bkd Sects ETF shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Vanguard Mortgage Bkd Sects ETF (VMBS) shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory investment in Vanguard Mortgage Bkd Sects ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mortgage Bkd Sects ETF held by Forthright Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mortgage Bkd Sects ETF by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.2M 135k 45.61
2023-12-31 $5.7M 124k 46.36

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 100 Etf (OEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Forthright Family Wealth Advisory

Top funds holding Vanguard Mortgage Bkd Sects ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
Assetmark
Stifel Financial
Envestnet Portfolio Solutions
Lincoln National
Mather Group
Charles Schwab Investment Management
AE Wealth Management
Advisor Group Holdings
Raymond James & Associates
Acropolis Investment Management
Relative Value Partners

View all funds holding Vanguard Mortgage Bkd Sects ETF