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Vanguard Mortgage Bkd Sects ETF shares owned by Mowery & Schoenfeld Wealth Management

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

Historical chart of Mowery & Schoenfeld 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 Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5k 74 47.08

More positions owned by Mowery & Schoenfeld Wealth Management

Fidelity Covington Trust Msci Info Tech I (FTEC)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Alphabet Cap Stk Cl C (GOOG)
Eli Lilly & Co. (LLY)
Wal-Mart Stores (WMT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Visa Com Cl A (V)

View all positions for Mowery & Schoenfeld Wealth Management

Top funds holding Vanguard Mortgage Bkd Sects ETF

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of New York Mellon
Wells Fargo & Company
Assetmark
Stifel Financial
Mather Group
LPL Financial
Raymond James Financial
Td Private Client Wealth
Ameriprise Financial
Lincoln National
Envestnet Portfolio Solutions
Hartland & Co
Charles Schwab Investment Management

View all funds holding Vanguard Mortgage Bkd Sects ETF