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Vanguard Mortgage Bkd Sects ETF shares owned by Catalytic Wealth RIA

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

Historical chart of Catalytic Wealth RIA 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 Catalytic Wealth RIA 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 Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2026-06-30 $275k 5.9k 46.81

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Top funds holding Vanguard Mortgage Bkd Sects ETF

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

View all funds holding Vanguard Mortgage Bkd Sects ETF