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Vanguard Mortgage Bkd Sects ETF shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings 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 Pathstone Holdings 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 Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0M 169k 47.23
2024-06-30 $7.5M 166k 45.40
2024-03-31 $7.3M 161k 45.63
2023-12-31 $5.6M 120k 46.36

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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