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Vanguard Mortgage Bkd Sects ETF shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 232k 47.21
2024-06-30 $8.4M 186k 45.40
2024-03-31 $9.4M 207k 45.61
2023-12-31 $9.5M 205k 46.36
2023-09-30 $8.6M 198k 43.78
2023-06-30 $6.0M 130k 45.86
2023-03-31 $7.5M 160k 46.55
2022-12-31 $4.7M 179k 26.17
2022-09-30 $9.1M 201k 45.09
2022-06-30 $8.6M 179k 47.81
2022-03-31 $8.2M 155k 52.84
2021-12-31 $8.2M 155k 52.84
2021-09-30 $10M 196k 53.29
2021-06-30 $7.1M 133k 53.38
2021-03-31 $7.2M 134k 53.37
2020-12-31 $5.9M 109k 54.07
2020-09-30 $2.0M 37k 54.28
2020-06-30 $1.5M 28k 54.38
2020-03-31 $1.2M 22k 54.49
2019-12-31 $1.1M 20k 53.18
2019-09-30 $1.1M 20k 53.24
2019-06-30 $1.1M 20k 52.82
2019-03-31 $2.9M 55k 52.36
2018-12-31 $1.0M 20k 51.51
2018-09-30 $2.7M 54k 50.99
2018-06-30 $2.0M 39k 51.26
2018-03-31 $760k 15k 51.63
2017-12-31 $467k 8.9k 52.33
2017-09-30 $886k 17k 52.73
2017-06-30 $686k 13k 52.50
2017-03-31 $700k 13k 52.59
2016-12-31 $891k 17k 52.46
2016-09-30 $1.2M 23k 53.86
2016-06-30 $1.6M 29k 53.84
2016-03-31 $1.1M 20k 53.46
2015-12-31 $396k 7.5k 52.70
2014-09-30 $38k 726 52.34

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View all positions for Private Advisor

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