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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
2024-06-30 $1.0M 22k 45.40
2024-03-31 $91k 2.0k 45.61

More positions owned by Wells Financial Advisors

Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Short-term Treasury Etf Etf (VGSH)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Vanguard Growth Index Fund Etf Etf (VUG)
Vanguard Mid-cap Index Fund Etf Etf (VO)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Spdr Gold Shares Etf Etf (GLD)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Index Fund Etf Etf (VB)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Blackrock Flexible Income Etf Etf (BINC)

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
Assetmark
Jpmorgan Chase & Co
Stifel Financial
LPL Financial
Morgan Stanley
Ameriprise Financial
Envestnet Portfolio Solutions
Wells Fargo & Company
Mather Group
Lincoln National
Morningstar Investment Services

View all funds holding Vanguard Mortgage Bkd Sects ETF