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Vanguard Mortgage Bkd Sects ETF shares owned by Arete Wealth Advisors

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

Historical chart of Arete 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 Arete 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 Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 29k 46.97
2025-06-30 $1.0M 22k 46.34
2025-03-31 $1.1M 24k 46.30
2024-12-31 $764k 17k 45.36
2024-09-30 $649k 14k 47.12
2024-03-31 $738k 16k 45.61
2023-12-31 $944k 20k 46.36
2023-06-30 $1.7M 38k 45.98

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View all positions for Arete Wealth Advisors

Top funds holding Vanguard Mortgage Bkd Sects ETF

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of New York Mellon
Assetmark
Wells Fargo & Company
Mather Group
Stifel Financial
LPL Financial
Raymond James Financial
Morgan Stanley
Ameriprise Financial
Td Private Client Wealth
Lincoln National
Envestnet Portfolio Solutions
Hartland & Co

View all funds holding Vanguard Mortgage Bkd Sects ETF