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Vanguard Mortgage Bkd Sects ETF shares owned by Turtle Creek Wealth Advisors

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

Historical chart of Turtle Creek Wealth 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 Turtle Creek Wealth 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 Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $289k 6.1k 47.21
2024-06-30 $278k 6.1k 45.40
2024-03-31 $279k 6.1k 45.61

More positions owned by Turtle Creek Wealth Advisors

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Blue Owl Capital Com Cl A (OWL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Select Sector Spdr Tr Financial (XLF)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Core S&p Mcp Etf (IJH)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 100 Etf (OEF)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Turtle Creek Wealth Advisors

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
Ameriprise Financial
Envestnet Portfolio Solutions
Morningstar Investment Services
Raymond James & Associates
Lincoln National
Td Private Client Wealth

View all funds holding Vanguard Mortgage Bkd Sects ETF