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Vanguard Mortgage Bkd Sects ETF shares owned by Claro Advisors

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

Historical chart of Claro 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 Claro 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 Claro Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 47k 46.96
2025-06-30 $1.8M 40k 46.34
2025-03-31 $2.7M 59k 46.31
2024-12-31 $3.0M 65k 45.34
2024-09-30 $3.2M 67k 47.21
2024-06-30 $2.9M 64k 45.40
2024-03-31 $1.6M 36k 45.61

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View all positions for Claro Advisors

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