Vanguard Mortgage Bkd Sects ETF shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Vanguard Mortgage Bkd Sects ETF (VMBS) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Vanguard Mortgage Bkd Sects ETF
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Quarterly reported holdings in Vanguard Mortgage Bkd Sects ETF by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 30k | 45.63 |
| 2023-12-31 | $1.3M | 29k | 46.36 |
| 2023-09-30 | $1.3M | 30k | 43.78 |
| 2023-06-30 | $1.4M | 30k | 45.98 |
| 2023-03-31 | $48k | 2.2M | 0.02 |
| 2022-12-31 | $6.8M | 150k | 45.52 |
| 2022-09-30 | $9.1M | 202k | 45.09 |
| 2022-06-30 | $9.1M | 191k | 47.81 |
| 2022-03-31 | $9.4M | 188k | 50.10 |
| 2021-12-31 | $9.5M | 180k | 52.84 |
| 2021-09-30 | $597k | 11k | 53.33 |
| 2021-06-30 | $8.3M | 155k | 53.37 |
| 2021-03-31 | $7.4M | 139k | 53.37 |
| 2020-12-31 | $7.0M | 129k | 54.02 |
| 2020-09-30 | $4.7M | 86k | 54.25 |
| 2020-06-30 | $4.6M | 84k | 54.37 |
| 2020-03-31 | $4.6M | 84k | 54.50 |
| 2019-12-31 | $4.1M | 78k | 53.17 |
Top funds holding Vanguard Mortgage Bkd Sects ETF
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