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Vanguard Mortgage Bkd Sects ETF shares owned by Proactive Wealth Strategies

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

Historical chart of Proactive Wealth Strategies 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 Proactive Wealth Strategies 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 Proactive Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $256k 5.6k 45.32
2024-09-30 $257k 5.5k 47.12

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View all positions for Proactive Wealth Strategies

Top funds holding Vanguard Mortgage Bkd Sects ETF

Charles Schwab Investment Management
Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
Bank of New York Mellon
Assetmark
Wells Fargo & Company
LPL Financial
Stifel Financial
Ameriprise Financial
Raymond James Financial
Morgan Stanley
Envestnet Portfolio Solutions
Lincoln National
Raymond James & Associates

View all funds holding Vanguard Mortgage Bkd Sects ETF