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Vanguard Mortgage Bkd Sects ETF shares owned by Ballast Advisors

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

Historical chart of Ballast 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 Ballast 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 Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.1M 67k 46.81

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Top funds holding Vanguard Mortgage Bkd Sects ETF

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

View all funds holding Vanguard Mortgage Bkd Sects ETF