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Vanguard Mortgage Bkd Sects ETF shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory 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 GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $20k 426 47.21
2023-09-30 $2.3k 52 43.79
2023-06-30 $93 2 46.50
2023-03-31 $93 2 46.50
2022-12-31 $91 2 45.50
2022-09-30 $0 2 0.00
2022-06-30 $0 2 0.00

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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