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Vanguard Mortgage Bkd Sects ETF shares owned by Polaris Wealth Advisers

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

Historical chart of Polaris Wealth Advisers 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 Polaris Wealth Advisers 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 Polaris Wealth Advisers

Quarter filed Position value Share count Share price at filing
2023-06-30 $8.1M 176k 45.99
2023-03-31 $7.8M 169k 46.55
2022-12-31 $8.1M 173k 46.76
2022-09-30 $7.9M 178k 44.60
2015-12-31 $373k 7.1k 52.74

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Ishares Tr 7-10 Yr Trsy Bd (IEF)
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Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
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Wal-Mart Stores (WMT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Polaris Wealth Advisers

Top funds holding Vanguard Mortgage Bkd Sects ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
Assetmark
Stifel Financial
Envestnet Portfolio Solutions
Mather Group
Lincoln National
Charles Schwab Investment Management
AE Wealth Management
Advisor Group Holdings
Raymond James & Associates
Acropolis Investment Management
Relative Value Partners

View all funds holding Vanguard Mortgage Bkd Sects ETF