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Vanguard Mortgage Bkd Sects ETF shares owned by Prosperity Planning

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

Historical chart of Prosperity Planning 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 Prosperity Planning 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 Prosperity Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 25k 45.61
2023-12-31 $1.2M 26k 46.36
2023-09-30 $1.3M 29k 43.78
2023-06-30 $1.3M 28k 45.99
2023-03-31 $1.4M 29k 46.55
2022-12-31 $1.3M 7.5k 171.44
2022-09-30 $338k 7.5k 45.15

More positions owned by Prosperity Planning

Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Bd Index Fds Short Trm Bond (Principal) (BSV)

View all positions for Prosperity Planning

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