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Vanguard Mortgage Bkd Sects ETF shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $117k 2.5k 46.96
2025-06-30 $108k 2.3k 46.33
2025-03-31 $89k 1.9k 46.30
2024-12-31 $111k 2.4k 45.34
2024-09-30 $64k 1.4k 47.21
2024-06-30 $51k 1.1k 45.40
2024-03-31 $52k 1.1k 45.61
2023-12-31 $46k 1.0k 46.36
2023-09-30 $42k 954 43.78
2023-06-30 $43k 933 45.99
2023-03-31 $25k 534 46.55