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Vanguard Mortgage Bkd Sects ETF shares owned by Kozak & Associates

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

Historical chart of Kozak & Associates 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 Kozak & Associates 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 Kozak & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $20k 433 47.12

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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