Vanguard Mortgage Bkd Sects ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mortgage Bkd Sects ETF (VMBS) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Mortgage Bkd Sects ETF
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Quarterly reported holdings in Vanguard Mortgage Bkd Sects ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $19M | 394k | 46.95 |
| 2025-12-31 | $1.4M | 29k | 47.08 |
| 2025-06-30 | $509k | 11k | 46.34 |
| 2025-03-31 | $162k | 3.5k | 46.31 |
| 2024-09-30 | $559k | 12k | 47.21 |
| 2024-06-30 | $720k | 16k | 45.40 |
| 2024-03-31 | $371k | 8.1k | 45.61 |
| 2023-12-31 | $158k | 3.4k | 46.36 |
| 2023-09-30 | $354k | 8.1k | 43.78 |
| 2023-03-31 | $2.8M | 30k | 92.59 |
| 2022-12-31 | $2.8M | 60k | 45.52 |
| 2022-09-30 | $3.0M | 66k | 45.10 |
| 2022-06-30 | $3.2M | 67k | 47.81 |
| 2022-03-31 | $3.3M | 67k | 50.11 |
| 2021-12-31 | $3.8M | 72k | 52.84 |
| 2021-09-30 | $3.6M | 2.1k | 1742.93 |
| 2021-06-30 | $3.6M | 68k | 53.37 |
| 2021-03-31 | $3.6M | 68k | 53.37 |
| 2020-12-31 | $3.6M | 66k | 54.07 |
| 2019-12-31 | $216k | 4.1k | 53.29 |
| 2019-09-30 | $217k | 4.1k | 53.34 |
Top funds holding Vanguard Mortgage Bkd Sects ETF
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