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Vanguard Mortgage Bkd Sects ETF shares owned by Lutz Financial Services

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

Historical chart of Lutz Financial Services 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 Lutz Financial Services 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 Lutz Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 23k 47.21
2024-06-30 $1.0M 23k 45.40

More positions owned by Lutz Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Lutz Financial Services

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