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Vanguard Mortgage Bkd Sects ETF shares owned by Ullmann Financial

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

Historical chart of Ullmann Financial 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 Ullmann Financial 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 Ullmann Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.5M 204k 46.36
2023-09-30 $8.6M 197k 43.78
2023-06-30 $3.0M 66k 45.99

More positions owned by Ullmann Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Us Sml Cap Eqt (SMLF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Emng Mkts Eqt (EMGF)
Ishares U S Etf Tr Blackrock Short (MEAR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Ullmann Financial

Top funds holding Vanguard Mortgage Bkd Sects ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
Assetmark
Stifel Financial
Envestnet Portfolio Solutions
Mather Group
Lincoln National
Charles Schwab Investment Management
AE Wealth Management
Advisor Group Holdings
Raymond James & Associates
Acropolis Investment Management
Relative Value Partners

View all funds holding Vanguard Mortgage Bkd Sects ETF