Claro Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mortgage Bkd Sects ETF by Claro Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 67k 47.21
2024-06-30 $2.9M 64k 45.40
2024-03-31 $1.6M 36k 45.61

More positions owned by Claro Advisors

Klaviyo Com Ser A (KVYO)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Total Usd (IUSB)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)

View all positions for Claro Advisors

Top funds holding Vanguard Mortgage Bkd Sects ETF

Charles Schwab Investment Management
Bank of America Corporation
Envestnet Asset Management
Bank of New York Mellon
Jpmorgan Chase & Co
Wells Fargo & Company
Assetmark
Stifel Financial
LPL Financial
Morgan Stanley
Envestnet Portfolio Solutions
Morningstar Investment Services
Raymond James & Associates
Lincoln National
Td Private Client Wealth

View all funds holding Vanguard Mortgage Bkd Sects ETF