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Vanguard Mortgage Bkd Sects ETF shares owned by Atria Investments

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

Historical chart of Atria Investments 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 Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 228k 46.96
2025-06-30 $12M 252k 46.34
2025-03-31 $13M 289k 46.31
2024-12-31 $13M 276k 45.34
2024-09-30 $14M 295k 47.21
2024-06-30 $11M 243k 45.40
2024-03-31 $29M 625k 45.61
2023-12-31 $31M 660k 46.36
2023-09-30 $32M 725k 43.78
2023-06-30 $32M 688k 45.99
2023-03-31 $26M 556k 46.55
2022-12-31 $24M 535k 45.52
2022-09-30 $12M 263k 45.09
2022-06-30 $14M 284k 47.81
2022-03-31 $35M 705k 50.10
2021-12-31 $33M 631k 52.84
2021-09-30 $35M 660k 53.29
2021-06-30 $53M 984k 53.37
2021-03-31 $49M 920k 53.37
2020-12-31 $30M 547k 54.07
2020-09-30 $26M 486k 54.27
2020-06-30 $19M 355k 54.50
2020-03-31 $19M 355k 54.50
2019-12-31 $70M 1.3M 53.17
2019-09-30 $64M 1.2M 53.26
2019-06-30 $62M 1.2M 52.96
2019-03-31 $26M 495k 52.36
2018-12-31 $2.6M 51k 51.49
2018-09-30 $3.1M 61k 50.87
2018-06-30 $3.0M 59k 51.40
2018-03-31 $5.2M 101k 51.60
2017-12-31 $5.1M 98k 52.44
2017-09-30 $5.0M 95k 52.78
2017-06-30 $4.3M 81k 52.66
2017-03-31 $4.6M 87k 52.52
2016-12-31 $4.2M 80k 52.30
2016-09-30 $4.7M 86k 53.96
2016-06-30 $705k 13k 53.79
2016-03-31 $255k 4.8k 53.44

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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