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Vanguard Mortgage Bkd Sects ETF shares owned by World Equity Group

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

Historical chart of World Equity Group 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 World Equity Group 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 World Equity Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $345k 7.3k 46.96
2025-06-30 $353k 7.6k 46.33
2025-03-31 $401k 8.7k 46.32
2024-12-31 $699k 15k 45.35
2023-03-31 $2.7M 41k 67.56
2022-12-31 $3.0M 65k 45.52
2022-09-30 $3.0M 66k 45.09
2022-06-30 $3.0M 63k 47.81
2022-03-31 $3.3M 65k 50.10

More positions owned by World Equity Group

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First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Palantir Technologies Cl A (PLTR)
First Tr Exchange-traded SHS (FDL)
Spdr Gold Tr Gold Shs (GLD)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for World Equity Group

Top funds holding Vanguard Mortgage Bkd Sects ETF

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of New York Mellon
Assetmark
Wells Fargo & Company
Mather Group
Stifel Financial
LPL Financial
Raymond James Financial
Morgan Stanley
Ameriprise Financial
Td Private Client Wealth
Lincoln National
Envestnet Portfolio Solutions
Hartland & Co

View all funds holding Vanguard Mortgage Bkd Sects ETF