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Vanguard Mortgage Bkd Sects ETF shares owned by Family Wealth Group

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

Historical chart of Family Wealth Group 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 Family Wealth Group 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 Family Wealth Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 41k 45.40
2024-03-31 $1.9M 41k 45.61
2023-12-31 $2.0M 43k 46.36

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Microsoft Corporation (MSFT)
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View all positions for Family Wealth Group

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