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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
2025-12-31 $24M 511k 47.08
2025-09-30 $24M 507k 46.96
2025-06-30 $23M 485k 46.34
2025-03-31 $18M 390k 46.29
2024-12-31 $8.7M 191k 45.34
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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View all positions for Pathstone Holdings

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