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Vanguard Mortgage Bkd Sects ETF shares owned by Wells Financial Advisors

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

Historical chart of Wells Financial 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 Wells Financial 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 Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $139k 3.0k 47.21
2024-06-30 $1.0M 22k 45.40
2024-03-31 $91k 2.0k 45.61

More positions owned by Wells Financial Advisors

Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK)
Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV)
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)
Spdr Gold Shares Exchange Traded Fund (GLD)
Vanguard Short-term Treasury Etf Exchange Traded Fund (VGSH)
Vanguard Large-cap Etf Exchange Traded Fund (VV)
Spdr Portfolio S&p 500 Growth Etf Exchange Traded Fund (SPYG)
Spdr Portfolio S&p 500 Value Etf Exchange Traded Fund (SPYV)
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)
Vanguard Small-cap Etf Exchange Traded Fund (VB)
Vanguard Mega Cap Value Etf Exchange Traded Fund (MGV)
Vanguard Mid-cap Etf Exchange Traded Fund (VO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Total Bond Market Etf Exchange Traded Fund (BND)

View all positions for Wells Financial 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
Morgan Stanley
Envestnet Portfolio Solutions
Morningstar Investment Services
Raymond James & Associates
Lincoln National
Td Private Client Wealth

View all funds holding Vanguard Mortgage Bkd Sects ETF