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Vanguard Mortgage Bkd Sects ETF shares owned by LifePlan Financial

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

Historical chart of LifePlan Financial 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 LifePlan Financial 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 LifePlan Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 43k 47.21
2024-06-30 $1.8M 39k 45.40
2024-03-31 $1.4M 32k 45.61
2023-12-31 $1.2M 25k 46.36

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View all positions for LifePlan Financial

Top funds holding Vanguard Mortgage Bkd Sects ETF

Charles Schwab Investment Management
Bank of America Corporation
Envestnet Asset Management
Bank of New York Mellon
Assetmark
Jpmorgan Chase & Co
Stifel Financial
LPL Financial
Morgan Stanley
Envestnet Portfolio Solutions
Wells Fargo & Company
Raymond James & Associates
Lincoln National
Td Private Client Wealth
Keybank National Association

View all funds holding Vanguard Mortgage Bkd Sects ETF