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Vanguard Mortgage Bkd Sects ETF shares owned by Surience Private Wealth

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

Historical chart of Surience Private Wealth 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 Surience Private Wealth 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 Surience Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $634k 14k 46.96
2025-06-30 $3.1M 67k 46.34

More positions owned by Surience Private Wealth

Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Us Aer Def Etf (ITA)
Spdr Series Trust S&p Homebuild (XHB)
Ishares Tr Gbl Comm Svc Etf (IXP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Palantir Technologies Cl A (PLTR)
Ge Aerospace Com New (GE)
NVIDIA Corporation (NVDA)
Shopify Cl A Sub Vtg Shs (SHOP)
Goldman Sachs (GS)
Advanced Micro Devices (AMD)
Spdr Series Trust Bloomberg High Y (JNK)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Call Call Option

View all positions for Surience Private Wealth

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