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Vanguard Mortgage Bkd Sects ETF shares owned by SWM Advisors

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

Historical chart of SWM Advisors 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 SWM Advisors 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 SWM Advisors

Quarter filed Position value Share count Share price at filing
2022-09-30 $382k 8.5k 45.10
2022-06-30 $405k 8.5k 47.82
2022-03-31 $424k 8.5k 50.06
2021-12-31 $436k 8.5k 51.48

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Top funds holding Vanguard Mortgage Bkd Sects ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Envestnet Asset Management
Bank of New York Mellon
Assetmark
Jpmorgan Chase & Co
Stifel Financial
LPL Financial
Ameriprise Financial
Morgan Stanley
Envestnet Portfolio Solutions
Lincoln National
Mather Group
Charles Schwab Investment Management
Keybank National Association

View all funds holding Vanguard Mortgage Bkd Sects ETF