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Vanguard Mortgage Bkd Sects ETF shares owned by LWS Wealth Advisors

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

Historical chart of LWS Wealth Advisors 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 LWS Wealth Advisors 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 LWS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $717k 16k 46.37
2022-06-30 $401k 8.4k 47.80
2022-03-31 $499k 10k 50.09
2019-12-31 $0 0 0.00

More positions owned by LWS Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Mbs Etf (MBB)
Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for LWS Wealth Advisors

Top funds holding Vanguard Mortgage Bkd Sects ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Envestnet Asset Management
Bank of New York Mellon
Assetmark
Jpmorgan Chase & Co
Stifel Financial
LPL Financial
Ameriprise Financial
Morgan Stanley
Envestnet Portfolio Solutions
Lincoln National
Mather Group
Charles Schwab Investment Management
Keybank National Association

View all funds holding Vanguard Mortgage Bkd Sects ETF