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Vanguard Mortgage Bkd Sects ETF shares owned by Financial Plan

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

Historical chart of Financial Plan 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 Financial Plan 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 Financial Plan

Quarter filed Position value Share count Share price at filing
2026-03-31 $878k 19k 46.95

More positions owned by Financial Plan

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Real Estate Etf (AVRE)
Spdr Series Trust State Street Spd (SPMB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Financial Plan

Top funds holding Vanguard Mortgage Bkd Sects ETF

Envestnet Asset Management
Bank of New York Mellon
Wells Fargo & Company
Assetmark
Stifel Financial
Mather Group
LPL Financial
Raymond James Financial
Td Private Client Wealth
UBS Group
Ameriprise Financial
Lincoln National
Hartland & Co
Charles Schwab Investment Management
Colony

View all funds holding Vanguard Mortgage Bkd Sects ETF