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Vanguard Mortgage Bkd Sects ETF shares owned by Zhang Financial

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

Historical chart of Zhang Financial investment in Vanguard Mortgage Bkd Sects ETF

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All positions including Vanguard Mortgage Bkd Sects ETF held by Zhang 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 Zhang Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $306k 6.5k 47.08
2023-03-31 $335k 7.2k 46.55
2022-12-31 $274k 6.0k 45.52
2022-09-30 $325k 7.2k 45.06
2022-06-30 $508k 11k 47.79
2022-03-31 $559k 11k 50.09

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Vanguard S&p S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Us Us Equity Etf (DFUS)
Ishares Core Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Us Us Core Equity 2 (DFAC)
Vanguard Intermediate Intermed Term (BIV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Total Total Bnd Mrkt (BND)
Vanguard Small Sm Cp Val Etf (VBR)
Ishares Core Core Us Aggbd Et (AGG)
Vanguard High High Div Yld (VYM)
Bny Mellon Us Lrg Cp Core (BKLC)

View all positions for Zhang Financial

Top funds holding Vanguard Mortgage Bkd Sects ETF

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

View all funds holding Vanguard Mortgage Bkd Sects ETF