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Vanguard Mortgage Bkd Sects ETF shares owned by Oak Hill Wealth Advisors

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

Historical chart of Oak Hill Wealth Advisors 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 Oak Hill Wealth Advisors 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 Oak Hill Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 80k 47.21
2024-06-30 $226k 5.0k 45.40

More positions owned by Oak Hill Wealth Advisors

Vanguard Index Fds Value Etf Put Option (VTV)
Vanguard Specialized Funds Div App Etf Put Option (VIG)
Vanguard Index Fds Large Cap Etf Put Option (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt Put Option (VEA)
Vanguard Index Fds Growth Etf Put Option (VUG)
Vanguard Index Fds Mid Cap Etf Put Option (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Put Option (VWO)
Vanguard Charlotte Fds Total Int Bd Etf Put Option (BNDX)
Vanguard Index Fds Small Cp Etf Put Option (VB)
Vanguard Whitehall Fds High Div Yld Put Option (VYM)
Apple Put Option (AAPL)
Vanguard Scottsdale Fds Int-term Corp Put Option (VCIT)
Microsoft Corporation Put Option (MSFT)
Amazon Put Option (AMZN)
Vanguard Bd Index Fds Short Trm Bond Put Option (BSV)

View all positions for Oak Hill Wealth Advisors

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