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Vanguard Mortgage Bkd Sects ETF shares owned by Montis Financial

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

Historical chart of Montis 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 Montis 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 Montis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 21k 46.96
2025-06-30 $1.4M 30k 46.34
2025-03-31 $2.1M 45k 46.31
2024-12-31 $2.5M 55k 45.34

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Montis Financial

Top funds holding Vanguard Mortgage Bkd Sects ETF

Jpmorgan Chase & Co
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Assetmark
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Mather Group
Stifel Financial
LPL Financial
Raymond James Financial
Morgan Stanley
Ameriprise Financial
Td Private Client Wealth
Lincoln National
Envestnet Portfolio Solutions
Hartland & Co

View all funds holding Vanguard Mortgage Bkd Sects ETF