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Vanguard Mortgage Bkd Sects ETF shares owned by Balboa Wealth Partners

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

Historical chart of Balboa Wealth Partners 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 Balboa Wealth Partners 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 Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $845k 18k 46.96
2025-06-30 $676k 15k 46.34
2025-03-31 $641k 14k 46.31
2024-12-31 $529k 12k 45.34
2024-09-30 $505k 11k 47.21
2024-06-30 $490k 11k 45.40

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View all positions for Balboa Wealth Partners

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