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Vanguard Mortgage Bkd Sects ETF shares owned by Planwiser Financial

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

Historical chart of Planwiser 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 Planwiser 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 Planwiser Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 68k 46.97
2025-06-30 $3.1M 67k 45.95
2025-03-31 $5.9M 128k 45.94

More positions owned by Planwiser Financial

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Conv Bd Etf (ICVT)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
American Centy Etf Tr Avantis Core Fi (AVIG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Series Trust Portfli High Yld (SPHY)

View all positions for Planwiser Financial

Top funds holding Vanguard Mortgage Bkd Sects ETF

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of New York Mellon
Assetmark
Wells Fargo & Company
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