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Vanguard Mortgage Bkd Sects ETF shares owned by Element Wealth

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

Historical chart of Element Wealth 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 Element Wealth 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 Element Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.6k 122 45.61
2023-12-31 $5.7k 122 46.36
2023-09-30 $5.3k 122 43.78
2022-12-31 $6.0k 131 45.52
2022-09-30 $6.0k 131 45.80
2019-12-31 $5.0k 103 48.54

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Ishares Tr Core S&p500 Etf (IVV)
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Amplify Etf Tr Cwp Enhanced Div (DIVO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Access Income Fund Shs Benfin Int (PAXS)
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Ishares Core Msci Emkt (IEMG)

View all positions for Element Wealth

Top funds holding Vanguard Mortgage Bkd Sects ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Envestnet Asset Management
Bank of New York Mellon
Assetmark
Jpmorgan Chase & Co
Stifel Financial
LPL Financial
Ameriprise Financial
Morgan Stanley
Envestnet Portfolio Solutions
Lincoln National
Mather Group
Charles Schwab Investment Management
Keybank National Association

View all funds holding Vanguard Mortgage Bkd Sects ETF