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Vanguard Mortgage Bkd Sects ETF shares owned by Lokken Investment Group

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

Historical chart of Lokken Investment 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 Lokken Investment 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 Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $202k 4.3k 47.21

More positions owned by Lokken Investment Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Gold Tr Gold Shs (GLD)
Vaneck Etf Trust Clo Etf (CLOI)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Pimco Etf Tr Multisector Bd (PYLD)
Natixis Etf Tr Gateway Quality (GQI)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Lokken Investment Group

Top funds holding Vanguard Mortgage Bkd Sects ETF

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

View all funds holding Vanguard Mortgage Bkd Sects ETF