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Vanguard Mortgage Bkd Sects ETF shares owned by Marion Wealth Management

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

Historical chart of Marion Wealth Management 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 Marion Wealth Management 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 Marion Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2M 111k 47.21
2024-06-30 $4.8M 106k 45.40
2024-03-31 $4.7M 103k 45.61
2023-12-31 $4.7M 101k 46.36

More positions owned by Marion Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Core Msci Emkt (IEMG)
Ubs Ag London Branch Etracs Aler Mlp (MLPB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Wisdomtree Tr Us Midcap Divid (DON)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Apple (AAPL)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)

View all positions for Marion Wealth Management

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